Sound Income Strategies’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 | $3.87K | Sell |
39
-802
| -95% | -$79.5K | ﹤0.01% | 1148 |
|
|
2025
Q1 | $99.5K | Sell |
841
-4
| -0.5% | -$473 | 0.01% | 391 |
|
|
2024
Q4 | $93.1K | Buy |
845
+68
| +9% | +$7.49K | 0.01% | 363 |
|
|
2024
Q3 | $94.1K | Sell |
777
-303
| -28% | -$36.7K | 0.01% | 350 |
|
|
2024
Q2 | $118K | Buy |
1,080
+367
| +51% | +$40K | 0.01% | 303 |
|
|
2024
Q1 | $89.8K | Sell |
713
-1
| -0.1% | -$126 | 0.01% | 328 |
|
|
2023
Q4 | $90.3K | Buy |
714
+686
| +2,450% | +$86.7K | 0.01% | 303 |
|
|
2023
Q3 | $3.44K | Hold |
28
| – | – | ﹤0.01% | 818 |
|
|
2023
Q2 | $4.14K | Buy |
+28
| New | +$4.14K | ﹤0.01% | 774 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$792 | – | 1135 |
|
|
2022
Q4 | $792 | Hold |
5
| – | – | ﹤0.01% | 879 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 832 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 842 |
|
|
2022
Q1 | $1K | Sell |
5
-1
| -17% | -$200 | ﹤0.01% | 833 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 802 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 781 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 823 |
|
|
2021
Q1 | $759 | Hold |
6
| – | – | ﹤0.01% | 846 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 809 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 779 |
|
|
2020
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 734 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 702 |
|
|
2019
Q4 | $1K | Buy |
6
+1
| +20% | +$167 | ﹤0.01% | 661 |
|
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 623 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 625 |
|
|
2019
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 629 |
|
|
2018
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 786 |
|
|
2018
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 641 |
|
|
2018
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 579 |
|
|
2018
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 547 |
|
|
2017
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 476 |
|