SFSG
Sound Financial Strategies Group’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
6,355
+1,665
| +36% | +$164K | 0.53% | 77 |
|
|
2025
Q1 | $555K | Sell |
4,690
-796
| -15% | -$94.3K | 0.5% | 78 |
|
|
2024
Q4 | $604K | Buy |
5,486
+922
| +20% | +$102K | 0.5% | 66 |
|
|
2024
Q3 | $553K | Buy |
4,564
+253
| +6% | +$30.6K | 0.44% | 69 |
|
|
2024
Q2 | $470K | Sell |
4,311
-455
| -10% | -$49.6K | 0.41% | 68 |
|
|
2024
Q1 | $600K | Sell |
4,766
-98
| -2% | -$12.3K | 0.5% | 40 |
|
|
2023
Q4 | $615K | Sell |
4,864
-713
| -13% | -$90.1K | 0.52% | 31 |
|
|
2023
Q3 | $685K | Sell |
5,577
-299
| -5% | -$36.8K | 0.57% | 53 |
|
|
2023
Q2 | $868K | Sell |
5,876
-669
| -10% | -$98.8K | 0.63% | 48 |
|
|
2023
Q1 | $1.03M | Buy |
+6,545
| New | +$1.03M | 0.69% | 33 |
|
|
2021
Q2 | – | Sell |
-4,960
| Closed | -$628K | – | 109 |
|
|
2021
Q1 | $628K | Sell |
4,960
-112
| -2% | -$14.2K | 0.32% | 31 |
|
|
2020
Q4 | $586K | Buy |
+5,072
| New | +$586K | 0.32% | 56 |
|