Stratos Wealth Partners’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 | $507K | Sell |
5,164
-129
| -2% | -$12.7K | 0.01% | 921 |
|
|
2025
Q1 | $627K | Buy |
5,293
+5
| +0.1% | +$592 | 0.01% | 811 |
|
|
2024
Q4 | $582K | Buy |
5,288
+74
| +1% | +$8.15K | 0.01% | 872 |
|
|
2024
Q3 | $632K | Buy |
5,214
+863
| +20% | +$105K | 0.01% | 848 |
|
|
2024
Q2 | $474K | Buy |
4,351
+77
| +2% | +$8.4K | 0.01% | 920 |
|
|
2024
Q1 | $538K | Sell |
4,274
-520
| -11% | -$65.5K | 0.01% | 862 |
|
|
2023
Q4 | $606K | Sell |
4,794
-8
| -0.2% | -$1.01K | 0.01% | 800 |
|
|
2023
Q3 | $590K | Buy |
4,802
+477
| +11% | +$58.6K | 0.01% | 766 |
|
|
2023
Q2 | $639K | Buy |
4,325
+262
| +6% | +$38.7K | 0.01% | 681 |
|
|
2023
Q1 | $640K | Sell |
4,063
-781
| -16% | -$123K | 0.02% | 615 |
|
|
2022
Q4 | $768K | Buy |
4,844
+350
| +8% | +$55.5K | 0.02% | 580 |
|
|
2022
Q3 | $618K | Buy |
4,494
+79
| +2% | +$10.9K | 0.02% | 615 |
|
|
2022
Q2 | $565K | Buy |
4,415
+503
| +13% | +$64.4K | 0.01% | 689 |
|
|
2022
Q1 | $530K | Sell |
3,912
-151
| -4% | -$20.5K | 0.01% | 796 |
|
|
2021
Q4 | $552K | Sell |
4,063
-1,055
| -21% | -$143K | 0.01% | 766 |
|
|
2021
Q3 | $614K | Buy |
5,118
+36
| +0.7% | +$4.32K | 0.02% | 685 |
|
|
2021
Q2 | $659K | Sell |
5,082
-318
| -6% | -$41.2K | 0.02% | 685 |
|
|
2021
Q1 | $683K | Sell |
5,400
-545
| -9% | -$68.9K | 0.02% | 612 |
|
|
2020
Q4 | $687K | Sell |
5,945
-790
| -12% | -$91.3K | 0.02% | 568 |
|
|
2020
Q3 | $778K | Sell |
6,735
-235
| -3% | -$27.1K | 0.03% | 479 |
|
|
2020
Q2 | $738K | Buy |
6,970
+740
| +12% | +$78.4K | 0.03% | 466 |
|
|
2020
Q1 | $691K | Sell |
6,230
-582
| -9% | -$64.6K | 0.03% | 422 |
|
|
2019
Q4 | $709K | Sell |
6,812
-662
| -9% | -$68.9K | 0.03% | 487 |
|
|
2019
Q3 | $822K | Sell |
7,474
-184
| -2% | -$20.2K | 0.04% | 424 |
|
|
2019
Q2 | $882K | Sell |
7,658
-89
| -1% | -$10.3K | 0.04% | 402 |
|
|
2019
Q1 | $902K | Sell |
7,747
-376
| -5% | -$43.8K | 0.04% | 388 |
|
|
2018
Q4 | $759K | Sell |
8,123
-43
| -0.5% | -$4.02K | 0.04% | 399 |
|
|
2018
Q3 | $838K | Sell |
8,166
-1,031
| -11% | -$106K | 0.04% | 371 |
|
|
2018
Q2 | $989K | Sell |
9,197
-1,033
| -10% | -$111K | 0.04% | 366 |
|
|
2018
Q1 | $1.27M | Sell |
10,230
-342
| -3% | -$42.4K | 0.05% | 310 |
|
|
2017
Q4 | $1.31M | Sell |
10,572
-1,619
| -13% | -$201K | 0.06% | 292 |
|
|
2017
Q3 | $1.28M | Sell |
12,191
-13,901
| -53% | -$1.46M | 0.06% | 291 |
|
|
2017
Q2 | $3.09M | Buy |
26,092
+1,409
| +6% | +$167K | 0.16% | 141 |
|
|
2017
Q1 | $3.24M | Buy |
24,683
+1,217
| +5% | +$160K | 0.18% | 121 |
|
|
2016
Q4 | $3.01M | Buy |
23,466
+1,255
| +6% | +$161K | 0.19% | 117 |
|
|
2016
Q3 | $3.01M | Buy |
22,211
+2,794
| +14% | +$379K | 0.2% | 98 |
|
|
2016
Q2 | $2.96M | Buy |
19,417
+4,090
| +27% | +$623K | 0.22% | 90 |
|
|
2016
Q1 | $1.99M | Buy |
15,327
+7,174
| +88% | +$931K | 0.17% | 109 |
|
|
2015
Q4 | $1.01M | Buy |
+8,153
| New | +$1.01M | 0.08% | 176 |
|
|
2015
Q3 | – | Sell |
-5,380
| Closed | -$583K | – | 597 |
|
|
2015
Q2 | $583K | Sell |
5,380
-1,238
| -19% | -$134K | 0.07% | 238 |
|
|
2015
Q1 | $774K | Buy |
6,618
+19
| +0.3% | +$2.22K | 0.09% | 207 |
|
|
2014
Q4 | $666K | Buy |
6,599
+839
| +15% | +$84.7K | 0.12% | 178 |
|
|
2014
Q3 | $570K | Sell |
5,760
-200
| -3% | -$19.8K | 0.13% | 150 |
|
|
2014
Q2 | $638K | Buy |
+5,960
| New | +$638K | 0.21% | 126 |
|