STCG
Speece Thorson Capital Group’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
166,179
+27,092
| +19% | +$2.66M | 3.32% | 7 |
|
|
2025
Q1 | $16.5M | Sell |
139,087
-2,398
| -2% | -$284K | 3.39% | 5 |
|
|
2024
Q4 | $15.6M | Buy |
141,485
+27,883
| +25% | +$3.07M | 3.07% | 12 |
|
|
2024
Q3 | $13.8M | Sell |
113,602
-320
| -0.3% | -$38.8K | 2.54% | 19 |
|
|
2024
Q2 | $12.4M | Buy |
113,922
+21,438
| +23% | +$2.34M | 2.54% | 21 |
|
|
2024
Q1 | $11.6M | Buy |
92,484
+19,878
| +27% | +$2.5M | 2.25% | 29 |
|
|
2023
Q4 | $9.18M | Buy |
72,606
+499
| +0.7% | +$63.1K | 1.88% | 32 |
|
|
2023
Q3 | $8.86M | Sell |
72,107
-76
| -0.1% | -$9.34K | 1.95% | 29 |
|
|
2023
Q2 | $10.7M | Sell |
72,183
-15,735
| -18% | -$2.32M | 2.18% | 26 |
|
|
2023
Q1 | $13.8M | Sell |
87,918
-983
| -1% | -$155K | 2.92% | 14 |
|
|
2022
Q4 | $14.1M | Hold |
88,901
| – | – | 3.02% | 11 |
|
|
2022
Q3 | $12.2M | Buy |
88,901
+2,779
| +3% | +$382K | 2.79% | 14 |
|
|
2022
Q2 | $11M | Sell |
86,122
-15,058
| -15% | -$1.93M | 2.6% | 17 |
|
|
2022
Q1 | $13.7M | Sell |
101,180
-46,158
| -31% | -$6.25M | 2.93% | 11 |
|
|
2021
Q4 | $20M | Buy |
147,338
+503
| +0.3% | +$68.3K | 3.82% | 6 |
|
|
2021
Q3 | $17.6M | Sell |
146,835
-81
| -0.1% | -$9.72K | 3.69% | 8 |
|
|
2021
Q2 | $19M | Sell |
146,916
-15,694
| -10% | -$2.03M | 3.98% | 4 |
|
|
2021
Q1 | $20.6M | Buy |
162,610
+44,421
| +38% | +$5.62M | 4.33% | 2 |
|
|
2020
Q4 | $13.7M | Sell |
118,189
-1,866
| -2% | -$216K | 3.25% | 13 |
|
|
2020
Q3 | $13.9M | Buy |
120,055
+10,793
| +10% | +$1.25M | 3.67% | 9 |
|
|
2020
Q2 | $11.6M | Sell |
109,262
-1,312
| -1% | -$139K | 3.33% | 12 |
|
|
2020
Q1 | $12.3M | Buy |
110,574
+22,345
| +25% | +$2.48M | 4.23% | 3 |
|
|
2019
Q4 | $9.19M | Sell |
88,229
-680
| -0.8% | -$70.8K | 2.38% | 18 |
|
|
2019
Q3 | $9.78M | Sell |
88,909
-2,151
| -2% | -$237K | 2.61% | 17 |
|
|
2019
Q2 | $10.5M | Sell |
91,060
-21,932
| -19% | -$2.53M | 2.79% | 16 |
|
|
2019
Q1 | $13.2M | Buy |
112,992
+14,269
| +14% | +$1.66M | 3.62% | 6 |
|
|
2018
Q4 | $9.23M | Sell |
98,723
-10,592
| -10% | -$990K | 2.77% | 16 |
|
|
2018
Q3 | $11.2M | Buy |
109,315
+905
| +0.8% | +$92.9K | 2.6% | 15 |
|
|
2018
Q2 | $11.7M | Sell |
108,410
-50,366
| -32% | -$5.41M | 2.46% | 20 |
|
|
2018
Q1 | $19.7M | Sell |
158,776
-10,621
| -6% | -$1.32M | 4.18% | 4 |
|
|
2017
Q4 | $21M | Sell |
169,397
-1,176
| -0.7% | -$146K | 4.18% | 2 |
|
|
2017
Q3 | $17.9M | Buy |
170,573
+28,579
| +20% | +$3M | 3.73% | 7 |
|
|
2017
Q2 | $16.8M | Buy |
141,994
+44,835
| +46% | +$5.31M | 3.5% | 10 |
|
|
2017
Q1 | $12.7M | Buy |
97,159
+2,621
| +3% | +$344K | 2.69% | 18 |
|
|
2016
Q4 | $12.1M | Buy |
94,538
+19,385
| +26% | +$2.48M | 2.71% | 18 |
|
|
2016
Q3 | $10.2M | Buy |
75,153
+629
| +0.8% | +$85.3K | 2.19% | 21 |
|
|
2016
Q2 | $11.4M | Sell |
74,524
-13,902
| -16% | -$2.12M | 2.46% | 21 |
|
|
2016
Q1 | $11.5M | Sell |
88,426
-43,057
| -33% | -$5.59M | 2.58% | 21 |
|
|
2015
Q4 | $16.2M | Buy |
131,483
+778
| +0.6% | +$96K | 3.95% | 3 |
|
|
2015
Q3 | $14.9M | Sell |
130,705
-380
| -0.3% | -$43.4K | 3.71% | 8 |
|
|
2015
Q2 | $14.2M | Sell |
131,085
-28,525
| -18% | -$3.09M | 3.42% | 10 |
|
|
2015
Q1 | $18.5M | Sell |
159,610
-28,260
| -15% | -$3.27M | 4.33% | 3 |
|
|
2014
Q4 | $19M | Buy |
187,870
+18,357
| +11% | +$1.85M | 4.62% | 2 |
|
|
2014
Q3 | $16.8M | Buy |
169,513
+28,890
| +21% | +$2.86M | 4.29% | 3 |
|
|
2014
Q2 | $15M | Buy |
140,623
+19,380
| +16% | +$2.07M | 3.81% | 6 |
|
|
2014
Q1 | $11.8M | Buy |
121,243
+32,960
| +37% | +$3.21M | 3.11% | 10 |
|
|
2013
Q4 | $9.15M | Sell |
88,283
-1,327
| -1% | -$138K | 2.43% | 19 |
|
|
2013
Q3 | $9.41M | Sell |
89,610
-1,210
| -1% | -$127K | 2.6% | 17 |
|
|
2013
Q2 | $9.37M | Buy |
+90,820
| New | +$9.37M | 2.73% | 14 |
|