Stephens Inc’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 | $1.31M | Sell |
13,305
-3,653
| -22% | -$359K | 0.02% | 560 |
|
|
2025
Q1 | $2.01M | Sell |
16,958
-6,641
| -28% | -$786K | 0.03% | 464 |
|
|
2024
Q4 | $2.6M | Sell |
23,599
-1,151
| -5% | -$127K | 0.04% | 387 |
|
|
2024
Q3 | $3M | Sell |
24,750
-958
| -4% | -$116K | 0.04% | 367 |
|
|
2024
Q2 | $2.8M | Sell |
25,708
-1,182
| -4% | -$129K | 0.04% | 364 |
|
|
2024
Q1 | $3.38M | Buy |
26,890
+264
| +1% | +$33.2K | 0.05% | 311 |
|
|
2023
Q4 | $3.36M | Buy |
26,626
+427
| +2% | +$54K | 0.06% | 291 |
|
|
2023
Q3 | $3.22M | Sell |
26,199
-1,229
| -4% | -$151K | 0.06% | 289 |
|
|
2023
Q2 | $4.05M | Buy |
27,428
+429
| +2% | +$63.4K | 0.07% | 262 |
|
|
2023
Q1 | $4.25M | Buy |
26,999
+719
| +3% | +$113K | 0.08% | 249 |
|
|
2022
Q4 | $4.16M | Sell |
26,280
-738
| -3% | -$117K | 0.09% | 243 |
|
|
2022
Q3 | $3.71M | Sell |
27,018
-8,738
| -24% | -$1.2M | 0.08% | 257 |
|
|
2022
Q2 | $4.58M | Sell |
35,756
-369
| -1% | -$47.2K | 0.09% | 236 |
|
|
2022
Q1 | $4.89M | Sell |
36,125
-1,957
| -5% | -$265K | 0.08% | 263 |
|
|
2021
Q4 | $5.17M | Sell |
38,082
-2,309
| -6% | -$314K | 0.08% | 266 |
|
|
2021
Q3 | $4.85M | Buy |
40,391
+1,759
| +5% | +$211K | 0.08% | 274 |
|
|
2021
Q2 | $5.01M | Buy |
38,632
+5,006
| +15% | +$649K | 0.08% | 268 |
|
|
2021
Q1 | $4.26M | Buy |
33,626
+1,607
| +5% | +$203K | 0.07% | 278 |
|
|
2020
Q4 | $3.7M | Buy |
32,019
+714
| +2% | +$82.5K | 0.07% | 289 |
|
|
2020
Q3 | $3.62M | Buy |
31,305
+2,186
| +8% | +$253K | 0.07% | 265 |
|
|
2020
Q2 | $3.08M | Buy |
29,119
+3,809
| +15% | +$403K | 0.07% | 291 |
|
|
2020
Q1 | $2.81M | Buy |
25,310
+1,061
| +4% | +$118K | 0.07% | 270 |
|
|
2019
Q4 | $2.53M | Buy |
24,249
+1,172
| +5% | +$122K | 0.05% | 351 |
|
|
2019
Q3 | $2.54M | Buy |
23,077
+644
| +3% | +$70.9K | 0.06% | 340 |
|
|
2019
Q2 | $2.58M | Buy |
22,433
+94
| +0.4% | +$10.8K | 0.06% | 345 |
|
|
2019
Q1 | $2.6M | Buy |
22,339
+2,215
| +11% | +$258K | 0.06% | 340 |
|
|
2018
Q4 | $1.88M | Buy |
20,124
+4,167
| +26% | +$389K | 0.05% | 376 |
|
|
2018
Q3 | $1.64M | Buy |
15,957
+350
| +2% | +$35.9K | 0.04% | 445 |
|
|
2018
Q2 | $1.68M | Sell |
15,607
-2,803
| -15% | -$301K | 0.05% | 363 |
|
|
2018
Q1 | $2.28M | Buy |
18,410
+1,001
| +6% | +$124K | 0.09% | 253 |
|
|
2017
Q4 | $2.16M | Buy |
17,409
+544
| +3% | +$67.6K | 0.08% | 254 |
|
|
2017
Q3 | $1.77M | Sell |
16,865
-690
| -4% | -$72.4K | 0.06% | 273 |
|
|
2017
Q2 | $2.08M | Buy |
17,555
+8,664
| +97% | +$1.03M | 0.07% | 281 |
|
|
2017
Q1 | $1.17M | Buy |
8,891
+622
| +8% | +$81.5K | 0.04% | 382 |
|
|
2016
Q4 | $1.06M | Buy |
8,269
+1,174
| +17% | +$150K | 0.04% | 366 |
|
|
2016
Q3 | $962K | Sell |
7,095
-19,037
| -73% | -$2.58M | 0.04% | 381 |
|
|
2016
Q2 | $3.98M | Buy |
26,132
+1,593
| +6% | +$243K | 0.18% | 122 |
|
|
2016
Q1 | $3.19M | Buy |
24,539
+613
| +3% | +$79.6K | 0.16% | 140 |
|
|
2015
Q4 | $2.95M | Buy |
23,926
+4,902
| +26% | +$605K | 0.15% | 148 |
|
|
2015
Q3 | $2.17M | Buy |
19,024
+2,245
| +13% | +$256K | 0.11% | 194 |
|
|
2015
Q2 | $1.82M | Buy |
16,779
+12,041
| +254% | +$1.31M | 0.08% | 256 |
|
|
2015
Q1 | $548K | Buy |
4,738
+734
| +18% | +$84.9K | 0.03% | 484 |
|
|
2014
Q4 | $404K | Buy |
4,004
+23
| +0.6% | +$2.32K | 0.02% | 550 |
|
|
2014
Q3 | $394K | Buy |
3,981
+317
| +9% | +$31.4K | 0.02% | 544 |
|
|
2014
Q2 | $390K | Sell |
3,664
-3
| -0.1% | -$319 | 0.02% | 565 |
|
|
2014
Q1 | $357K | Buy |
3,667
+469
| +15% | +$45.7K | 0.02% | 555 |
|
|
2013
Q4 | $331K | Buy |
3,198
+195
| +6% | +$20.2K | 0.02% | 613 |
|
|
2013
Q3 | $315K | Sell |
3,003
-25
| -0.8% | -$2.62K | 0.02% | 585 |
|
|
2013
Q2 | $312K | Buy |
+3,028
| New | +$312K | 0.02% | 521 |
|