Colonial Trust’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 | $22.3K | Hold |
227
| – | – | ﹤0.01% | 659 |
|
|
2025
Q1 | $26.9K | Buy |
227
+2
| +0.9% | +$237 | ﹤0.01% | 639 |
|
|
2024
Q4 | $24.8K | Sell |
225
-163
| -42% | -$18K | ﹤0.01% | 743 |
|
|
2024
Q3 | $47K | Hold |
388
| – | – | 0.01% | 560 |
|
|
2024
Q2 | $42.3K | Buy |
388
+163
| +72% | +$17.8K | 0.01% | 534 |
|
|
2024
Q1 | $28.3K | Sell |
225
-30
| -12% | -$3.77K | 0.01% | 600 |
|
|
2023
Q4 | $32.1K | Sell |
255
-27
| -10% | -$3.4K | 0.01% | 570 |
|
|
2023
Q3 | $39.6K | Buy |
282
+15
| +6% | +$2.11K | 0.01% | 519 |
|
|
2023
Q2 | $39.1K | Hold |
267
| – | – | 0.01% | 516 |
|
|
2023
Q1 | $42.1K | Buy |
267
+27
| +11% | +$4.25K | 0.01% | 487 |
|
|
2022
Q4 | $38.1K | Hold |
240
| – | – | 0.01% | 484 |
|
|
2022
Q3 | $33K | Buy |
+240
| New | +$33K | 0.01% | 252 |
|