Soltis Investment Advisors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,695
| Closed | -$201K | – | 407 |
|
|
2025
Q1 | $201K | Buy |
+1,695
| New | +$201K | 0.02% | 353 |
|
|
2024
Q4 | – | Sell |
-1,671
| Closed | -$202K | – | 390 |
|
|
2024
Q3 | $202K | Buy |
+1,671
| New | +$202K | 0.02% | 347 |
|
|
2024
Q2 | – | Sell |
-1,654
| Closed | -$208K | – | 343 |
|
|
2024
Q1 | $208K | Hold |
1,654
| – | – | 0.02% | 283 |
|
|
2023
Q4 | $209K | Sell |
1,654
-9
| -0.5% | -$1.14K | 0.02% | 274 |
|
|
2023
Q3 | $204K | Hold |
1,663
| – | – | 0.03% | 253 |
|
|
2023
Q2 | $246K | Sell |
1,663
-405
| -20% | -$59.8K | 0.03% | 232 |
|
|
2023
Q1 | $325K | Sell |
2,068
-1
| -0% | -$157 | 0.04% | 206 |
|
|
2022
Q4 | $328K | Hold |
2,069
| – | – | 0.04% | 196 |
|
|
2022
Q3 | $284K | Hold |
2,069
| – | – | 0.04% | 195 |
|
|
2022
Q2 | $265K | Sell |
2,069
-99
| -5% | -$12.7K | 0.04% | 201 |
|
|
2022
Q1 | $294K | Buy |
2,168
+2
| +0.1% | +$271 | 0.04% | 203 |
|
|
2021
Q4 | $294K | Sell |
2,166
-4,846
| -69% | -$658K | 0.04% | 208 |
|
|
2021
Q3 | $842K | Buy |
+7,012
| New | +$842K | 0.13% | 127 |
|