Steward Partners Investment Advisory’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 | $669K | Buy |
6,814
+274
| +4% | +$26.9K | 0.01% | 1163 |
|
|
2025
Q1 | $774K | Buy |
6,540
+1,082
| +20% | +$128K | 0.01% | 1015 |
|
|
2024
Q4 | $601K | Sell |
5,458
-158
| -3% | -$17.4K | 0.01% | 1076 |
|
|
2024
Q3 | $680K | Buy |
5,616
+227
| +4% | +$27.5K | 0.01% | 992 |
|
|
2024
Q2 | $588K | Sell |
5,389
-177
| -3% | -$19.3K | 0.01% | 994 |
|
|
2024
Q1 | $701K | Sell |
5,566
-10,615
| -66% | -$1.34M | 0.01% | 921 |
|
|
2023
Q4 | $2.04M | Buy |
16,181
+25
| +0.2% | +$3.16K | 0.03% | 501 |
|
|
2023
Q3 | $1.99M | Buy |
16,156
+708
| +5% | +$87K | 0.03% | 476 |
|
|
2023
Q2 | $2.28M | Buy |
15,448
+2,434
| +19% | +$359K | 0.03% | 440 |
|
|
2023
Q1 | $2.05M | Sell |
13,014
-547
| -4% | -$86.1K | 0.03% | 456 |
|
|
2022
Q4 | $2.15M | Sell |
13,561
-682
| -5% | -$108K | 0.04% | 438 |
|
|
2022
Q3 | $1.96M | Buy |
14,243
+170
| +1% | +$23.4K | 0.04% | 436 |
|
|
2022
Q2 | $1.8M | Buy |
14,073
+166
| +1% | +$21.3K | 0.03% | 456 |
|
|
2022
Q1 | $1.88M | Sell |
13,907
-3,863
| -22% | -$523K | 0.03% | 494 |
|
|
2021
Q4 | $2.41M | Sell |
17,770
-997
| -5% | -$135K | 0.04% | 442 |
|
|
2021
Q3 | $2.25M | Sell |
18,767
-383
| -2% | -$46K | 0.04% | 423 |
|
|
2021
Q2 | $2.48M | Sell |
19,150
-4,419
| -19% | -$573K | 0.04% | 397 |
|
|
2021
Q1 | $2.98M | Buy |
23,569
+4,070
| +21% | +$515K | 0.05% | 340 |
|
|
2020
Q4 | $2.25M | Sell |
19,499
-1,934
| -9% | -$224K | 0.05% | 343 |
|
|
2020
Q3 | $2.48M | Buy |
21,433
+417
| +2% | +$48.2K | 0.06% | 288 |
|
|
2020
Q2 | $2.22M | Buy |
21,016
+6,415
| +44% | +$679K | 0.06% | 287 |
|
|
2020
Q1 | $1.62M | Buy |
14,601
+987
| +7% | +$110K | 0.06% | 300 |
|
|
2019
Q4 | $1.42M | Buy |
13,614
+766
| +6% | +$79.7K | 0.04% | 365 |
|
|
2019
Q3 | $1.41M | Buy |
12,848
+89
| +0.7% | +$9.79K | 0.05% | 336 |
|
|
2019
Q2 | $1.47M | Sell |
12,759
-2,610
| -17% | -$301K | 0.05% | 310 |
|
|
2019
Q1 | $1.79M | Sell |
15,369
-786
| -5% | -$91.5K | 0.08% | 253 |
|
|
2018
Q4 | $1.51M | Sell |
16,155
-312
| -2% | -$29.2K | 0.07% | 270 |
|
|
2018
Q3 | $1.69M | Buy |
16,467
+1,554
| +10% | +$159K | 0.08% | 249 |
|
|
2018
Q2 | $1.6M | Buy |
14,913
+1,027
| +7% | +$110K | 0.1% | 224 |
|
|
2018
Q1 | $1.72M | Buy |
13,886
+1,977
| +17% | +$245K | 0.12% | 192 |
|
|
2017
Q4 | $1.48M | Buy |
11,909
+6,741
| +130% | +$837K | 0.11% | 194 |
|
|
2017
Q3 | $542K | Buy |
5,168
+469
| +10% | +$49.2K | 0.06% | 280 |
|
|
2017
Q2 | $556K | Buy |
4,699
+3,817
| +433% | +$452K | 0.06% | 258 |
|
|
2017
Q1 | $115K | Buy |
882
+159
| +22% | +$20.7K | 0.02% | 411 |
|
|
2016
Q4 | $92K | Buy |
+723
| New | +$92K | 0.04% | 256 |
|