Summit Securities Group’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.74K	Sell	18 -140	-89%	-$14.7K	﹤0.01%	958
2025 Q4	$15.5K	Sell	158 -25	-14%	-$2.58K	﹤0.01%	845
2025 Q3	$19.9K	Buy	183 +111	+154%	+$12.1K	0.01%	765
2025 Q2	$7.07K	Buy	+72	New	+$7.92K	﹤0.01%	936
2024 Q2	–	Sell	-20	Closed	-$3K	–	819
2024 Q1	$3K	Buy	20 +19	+1,900%	+$2.41K	﹤0.01%	385
2023 Q4	$0	Buy	+1	New	+$116	﹤0.01%	931
2023 Q3	–	Sell	-140	Closed	-$21K	–	996
2023 Q2	$21K	Sell	140 -71	-34%	-$10.8K	0.01%	626
2023 Q1	$33K	Buy	211 +104	+97%	+$15.8K	0.01%	523
2022 Q4	$17K	Buy	107 +106	+10,600%	+$15.8K	﹤0.01%	934
2022 Q3	$0	Sell	1 -226	-100%	-$30.8K	﹤0.01%	1183
2022 Q2	$29K	Buy	227 +183	+416%	+$24.4K	0.01%	683
2022 Q1	$6K	Buy	+44	New	+$6K	﹤0.01%	947
2018 Q3	–	Sell	-4,000	Closed	-$430K	–	267
2018 Q2	$430K	Buy	+4,000	New	+$449K	0.16%	138
2014 Q3	–	Sell	-300	Closed	-$32K	–	799
2014 Q2	$32K	Buy	+300	New	+$30.1K	0.01%	335