Aviance Capital 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 | $284K | Sell |
2,887
-1,205
| -29% | -$118K | 0.04% | 294 |
|
|
2025
Q1 | $485K | Buy |
4,092
+688
| +20% | +$81.5K | 0.07% | 221 |
|
|
2024
Q4 | $375K | Buy |
3,404
+162
| +5% | +$17.8K | 0.05% | 238 |
|
|
2024
Q3 | $393K | Sell |
3,242
-285
| -8% | -$34.5K | 0.05% | 241 |
|
|
2024
Q2 | $385K | Sell |
3,527
-362
| -9% | -$39.5K | 0.05% | 233 |
|
|
2024
Q1 | $490K | Buy |
+3,889
| New | +$490K | 0.07% | 214 |
|
|
2023
Q2 | – | Sell |
-1,306
| Closed | -$206K | – | 277 |
|
|
2023
Q1 | $206K | Hold |
1,306
| – | – | 0.05% | 251 |
|
|
2022
Q4 | $207K | Buy |
+1,306
| New | +$207K | 0.05% | 264 |
|
|
2017
Q2 | – | Sell |
-1,577
| Closed | -$207K | – | 212 |
|
|
2017
Q1 | $207K | Sell |
1,577
-23
| -1% | -$3.02K | 0.08% | 194 |
|
|
2016
Q4 | $205K | Buy |
1,600
+23
| +1% | +$2.95K | 0.07% | 196 |
|
|
2016
Q3 | $214K | Hold |
1,577
| – | – | 0.08% | 195 |
|
|
2016
Q2 | $240K | Hold |
1,577
| – | – | 0.09% | 182 |
|
|
2016
Q1 | $205K | Buy |
+1,577
| New | +$205K | 0.07% | 192 |
|