United Capital Financial Advisors’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
Q1 | – | Sell |
-2,214
| Closed | -$244K | – | 1097 |
|
|
2024
Q4 | $244K | Sell |
2,214
-709
| -24% | -$78.1K | ﹤0.01% | 951 |
|
|
2024
Q3 | $354K | Buy |
2,923
+78
| +3% | +$9.45K | ﹤0.01% | 824 |
|
|
2024
Q2 | $310K | Buy |
2,845
+1,024
| +56% | +$112K | ﹤0.01% | 829 |
|
|
2024
Q1 | $229K | Sell |
1,821
-132
| -7% | -$16.6K | ﹤0.01% | 966 |
|
|
2023
Q4 | $247K | Buy |
+1,953
| New | +$247K | ﹤0.01% | 933 |
|
|
2023
Q2 | – | Sell |
-1,335
| Closed | -$210K | – | 962 |
|
|
2023
Q1 | $210K | Sell |
1,335
-953
| -42% | -$150K | ﹤0.01% | 911 |
|
|
2022
Q4 | $363K | Buy |
2,288
+307
| +15% | +$48.7K | ﹤0.01% | 827 |
|
|
2022
Q3 | $272K | Sell |
1,981
-328
| -14% | -$45K | ﹤0.01% | 932 |
|
|
2022
Q2 | $296K | Buy |
2,309
+382
| +20% | +$49K | ﹤0.01% | 945 |
|
|
2022
Q1 | $261K | Sell |
1,927
-70
| -4% | -$9.48K | ﹤0.01% | 1031 |
|
|
2021
Q4 | $271K | Buy |
1,997
+79
| +4% | +$10.7K | ﹤0.01% | 1056 |
|
|
2021
Q3 | $230K | Buy |
1,918
+14
| +0.7% | +$1.68K | ﹤0.01% | 1092 |
|
|
2021
Q2 | $247K | Sell |
1,904
-2,188
| -53% | -$284K | ﹤0.01% | 1075 |
|
|
2021
Q1 | $518K | Buy |
4,092
+366
| +10% | +$46.3K | ﹤0.01% | 835 |
|
|
2020
Q4 | $431K | Sell |
3,726
-1,114
| -23% | -$129K | ﹤0.01% | 883 |
|
|
2020
Q3 | $559K | Buy |
4,840
+97
| +2% | +$11.2K | ﹤0.01% | 803 |
|
|
2020
Q2 | $502K | Sell |
4,743
-444
| -9% | -$47K | ﹤0.01% | 861 |
|
|
2020
Q1 | $576K | Sell |
5,187
-34,682
| -87% | -$3.85M | ﹤0.01% | 766 |
|
|
2019
Q4 | $4.15M | Sell |
39,869
-4,635
| -10% | -$483K | 0.03% | 454 |
|
|
2019
Q3 | $4.9M | Sell |
44,504
-54
| -0.1% | -$5.94K | 0.03% | 417 |
|
|
2019
Q2 | $5.13M | Sell |
44,558
-2,237
| -5% | -$258K | 0.03% | 418 |
|
|
2019
Q1 | $5.45M | Sell |
46,795
-9,074
| -16% | -$1.06M | 0.04% | 396 |
|
|
2018
Q4 | $5.22M | Sell |
55,869
-13,735
| -20% | -$1.28M | 0.04% | 362 |
|
|
2018
Q3 | $7.14M | Sell |
69,604
-1,439
| -2% | -$148K | 0.05% | 365 |
|
|
2018
Q2 | $7.64M | Buy |
71,043
+4,708
| +7% | +$506K | 0.06% | 346 |
|
|
2018
Q1 | $8.23M | Buy |
66,335
+37,804
| +133% | +$4.69M | 0.06% | 330 |
|
|
2017
Q4 | $3.56M | Sell |
28,531
-2,022
| -7% | -$253K | 0.03% | 469 |
|
|
2017
Q3 | $3.21M | Sell |
30,553
-76,568
| -71% | -$8.03M | 0.03% | 466 |
|
|
2017
Q2 | $12.7M | Buy |
107,121
+4,523
| +4% | +$535K | 0.11% | 212 |
|
|
2017
Q1 | $13.4M | Buy |
102,598
+5,177
| +5% | +$679K | 0.13% | 189 |
|
|
2016
Q4 | $12.5M | Buy |
97,421
+9,867
| +11% | +$1.26M | 0.12% | 199 |
|
|
2016
Q3 | $11.9M | Sell |
87,554
-5,661
| -6% | -$767K | 0.12% | 207 |
|
|
2016
Q2 | $14.2M | Buy |
93,215
+16,619
| +22% | +$2.53M | 0.14% | 159 |
|
|
2016
Q1 | $9.95M | Buy |
76,596
+7,295
| +11% | +$947K | 0.11% | 204 |
|
|
2015
Q4 | $8.55M | Buy |
69,301
+29,035
| +72% | +$3.58M | 0.1% | 235 |
|
|
2015
Q3 | $4.59M | Buy |
40,266
+6,471
| +19% | +$738K | 0.06% | 337 |
|
|
2015
Q2 | $3.66M | Buy |
33,795
+6,547
| +24% | +$710K | 0.04% | 428 |
|
|
2015
Q1 | $3.16M | Buy |
27,248
+9,872
| +57% | +$1.14M | 0.04% | 451 |
|
|
2014
Q4 | $1.76M | Buy |
17,376
+9,851
| +131% | +$995K | 0.03% | 507 |
|
|
2014
Q3 | $745K | Buy |
+7,525
| New | +$745K | 0.01% | 687 |
|