Exeter Financial’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 | $740K | Sell |
7,539
-1,416
| -16% | -$139K | 0.33% | 67 |
|
|
2025
Q1 | $1.06M | Buy |
8,955
+2,775
| +45% | +$329K | 0.48% | 61 |
|
|
2024
Q4 | $680K | Sell |
6,180
-1,841
| -23% | -$203K | 0.31% | 66 |
|
|
2024
Q3 | $971K | Sell |
8,021
-1,387
| -15% | -$168K | 0.43% | 62 |
|
|
2024
Q2 | $1.03M | Sell |
9,408
-207
| -2% | -$22.6K | 0.49% | 60 |
|
|
2024
Q1 | $1.14M | Buy |
9,615
+2,841
| +42% | +$337K | 0.53% | 57 |
|
|
2023
Q4 | $889K | Sell |
6,774
-1,900
| -22% | -$249K | 0.43% | 62 |
|
|
2023
Q3 | $1.07M | Buy |
8,674
+482
| +6% | +$59.2K | 0.56% | 54 |
|
|
2023
Q2 | $1.21M | Buy |
8,192
+51
| +0.6% | +$7.54K | 0.62% | 53 |
|
|
2023
Q1 | $1.27M | Sell |
8,141
-240
| -3% | -$37.4K | 0.64% | 55 |
|
|
2022
Q4 | $1.33M | Buy |
8,381
+34
| +0.4% | +$5.39K | 0.69% | 53 |
|
|
2022
Q3 | $1.15M | Buy |
8,347
+133
| +2% | +$18.3K | 0.67% | 54 |
|
|
2022
Q2 | $1.05M | Buy |
8,214
+122
| +2% | +$15.6K | 0.59% | 57 |
|
|
2022
Q1 | $1.1M | Buy |
8,092
+165
| +2% | +$22.3K | 0.59% | 55 |
|
|
2021
Q4 | $1.14M | Buy |
7,927
+258
| +3% | +$37K | 0.62% | 54 |
|
|
2021
Q3 | $920K | Buy |
7,669
+108
| +1% | +$13K | 0.55% | 57 |
|
|
2021
Q2 | $981K | Buy |
7,561
+661
| +10% | +$85.8K | 0.57% | 60 |
|
|
2021
Q1 | $873K | Buy |
6,900
+442
| +7% | +$55.9K | 0.55% | 58 |
|
|
2020
Q4 | $747K | Buy |
6,458
+350
| +6% | +$40.5K | 0.52% | 58 |
|
|
2020
Q3 | $706K | Buy |
6,108
+49
| +0.8% | +$5.66K | 0.55% | 54 |
|
|
2020
Q2 | $641K | Buy |
6,059
+6
| +0.1% | +$635 | 0.53% | 53 |
|
|
2020
Q1 | $672K | Sell |
6,053
-970
| -14% | -$108K | 0.63% | 51 |
|
|
2019
Q4 | $731K | Sell |
7,023
-456
| -6% | -$47.5K | 0.57% | 54 |
|
|
2019
Q3 | $823K | Sell |
7,479
-211
| -3% | -$23.2K | 0.65% | 53 |
|
|
2019
Q2 | $886K | Buy |
7,690
+38
| +0.5% | +$4.38K | 0.74% | 52 |
|
|
2019
Q1 | $891K | Buy |
7,652
+482
| +7% | +$56.1K | 0.77% | 50 |
|
|
2018
Q4 | $670K | Buy |
+7,170
| New | +$670K | 0.63% | 53 |
|