Cypress Capital Group’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,895
| Closed | -$239K | – | 304 |
|
|
2024
Q1 | $239K | Buy |
1,895
+125
| +7% | +$15.7K | 0.03% | 275 |
|
|
2023
Q4 | $224K | Sell |
1,770
-83
| -4% | -$10.5K | 0.03% | 282 |
|
|
2023
Q3 | $228K | Buy |
+1,853
| New | +$228K | 0.03% | 277 |
|
|
2023
Q1 | – | Sell |
-2,115
| Closed | -$335K | – | 312 |
|
|
2022
Q4 | $335K | Buy |
+2,115
| New | +$335K | 0.05% | 244 |
|
|
2022
Q3 | – | Sell |
-2,069
| Closed | -$265K | – | 291 |
|
|
2022
Q2 | $265K | Sell |
2,069
-9
| -0.4% | -$1.15K | 0.04% | 256 |
|
|
2022
Q1 | $291K | Sell |
2,078
-5,482
| -73% | -$768K | 0.04% | 268 |
|
|
2021
Q4 | $1.03M | Sell |
7,560
-1,342
| -15% | -$182K | 0.13% | 138 |
|
|
2021
Q3 | $1.07M | Sell |
8,902
-514
| -5% | -$61.7K | 0.15% | 130 |
|
|
2021
Q2 | $1.22M | Sell |
9,416
-141
| -1% | -$18.3K | 0.17% | 124 |
|
|
2021
Q1 | $1.21M | Buy |
9,557
+3,986
| +72% | +$504K | 0.17% | 124 |
|
|
2020
Q4 | $644K | Buy |
5,571
+18
| +0.3% | +$2.08K | 0.1% | 177 |
|
|
2020
Q3 | $641K | Buy |
5,553
+53
| +1% | +$6.12K | 0.11% | 152 |
|
|
2020
Q2 | $582K | Buy |
+5,500
| New | +$582K | 0.11% | 154 |
|
|
2017
Q4 | – | Sell |
-4,521
| Closed | -$474K | – | 209 |
|
|
2017
Q3 | $474K | Buy |
+4,521
| New | +$474K | 0.1% | 152 |
|
|
2016
Q4 | – | Sell |
-5,888
| Closed | -$798K | – | 192 |
|
|
2016
Q3 | $798K | Buy |
5,888
+3,793
| +181% | +$514K | 0.19% | 100 |
|
|
2016
Q2 | $319K | Buy |
+2,095
| New | +$319K | 0.07% | 147 |
|