BOK Financial Private Wealth’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 |
-4
| Closed | -$441 | – | 642 |
|
|
2024
Q4 | $441 | Buy |
+4
| New | +$441 | ﹤0.01% | 590 |
|
|
2022
Q4 | – | Sell |
-230
| Closed | -$32K | – | 379 |
|
|
2022
Q3 | $32K | Hold |
230
| – | – | ﹤0.01% | 272 |
|
|
2022
Q2 | $29K | Sell |
230
-2,135
| -90% | -$269K | ﹤0.01% | 289 |
|
|
2022
Q1 | $320K | Sell |
2,365
-978
| -29% | -$132K | 0.02% | 224 |
|
|
2021
Q4 | $454K | Buy |
+3,343
| New | +$454K | 0.03% | 178 |
|