DT Investment 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 | $5.99K | Sell |
61
-92
| -60% | -$9.04K | ﹤0.01% | 452 |
|
|
2025
Q1 | $18.1K | Hold |
153
| – | – | ﹤0.01% | 333 |
|
|
2024
Q4 | $16.8K | Hold |
153
| – | – | ﹤0.01% | 347 |
|
|
2024
Q3 | $18.5K | Hold |
153
| – | – | ﹤0.01% | 365 |
|
|
2024
Q2 | $16.7K | Hold |
153
| – | – | ﹤0.01% | 334 |
|
|
2024
Q1 | $19.3K | Hold |
153
| – | – | ﹤0.01% | 292 |
|
|
2023
Q4 | $20.3K | Hold |
153
| – | – | ﹤0.01% | 279 |
|
|
2023
Q3 | $18.8K | Hold |
153
| – | – | ﹤0.01% | 264 |
|
|
2023
Q2 | $22.9K | Hold |
153
| – | – | ﹤0.01% | 257 |
|
|
2023
Q1 | $24K | Hold |
153
| – | – | ﹤0.01% | 251 |
|
|
2022
Q4 | $24.2K | Hold |
153
| – | – | ﹤0.01% | 249 |
|
|
2022
Q3 | $21K | Buy |
+153
| New | +$21K | ﹤0.01% | 248 |
|