FinTrust Capital Advisors’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
Q3 | $4.84K | Sell |
40
-6
| -13% | -$727 | ﹤0.01% | 1086 |
|
|
2024
Q2 | $5.02K | Buy |
46
+6
| +15% | +$654 | ﹤0.01% | 1022 |
|
|
2024
Q1 | $5.04K | Hold |
40
| – | – | ﹤0.01% | 967 |
|
|
2023
Q4 | $5.06K | Hold |
40
| – | – | ﹤0.01% | 934 |
|
|
2023
Q3 | $4.92K | Sell |
40
-1,396
| -97% | -$172K | ﹤0.01% | 886 |
|
|
2023
Q2 | $228K | Hold |
1,436
| – | – | 0.05% | 243 |
|
|
2023
Q1 | $228K | Hold |
1,436
| – | – | 0.06% | 240 |
|
|
2022
Q4 | $228K | Sell |
1,436
-150
| -9% | -$23.8K | 0.06% | 243 |
|
|
2022
Q3 | $226K | Sell |
1,586
-220
| -12% | -$31.3K | 0.06% | 249 |
|
|
2022
Q2 | $235K | Sell |
1,806
-600
| -25% | -$78.1K | 0.06% | 243 |
|
|
2022
Q1 | $325K | Buy |
2,406
+607
| +34% | +$82K | 0.07% | 217 |
|
|
2021
Q4 | $244K | Sell |
1,799
-318
| -15% | -$43.1K | 0.06% | 256 |
|
|
2021
Q3 | $254K | Sell |
2,117
-1,017
| -32% | -$122K | 0.07% | 245 |
|
|
2021
Q2 | $406K | Sell |
3,134
-12,315
| -80% | -$1.6M | 0.11% | 167 |
|
|
2021
Q1 | $1.96M | Buy |
15,449
+1,181
| +8% | +$149K | 0.56% | 47 |
|
|
2020
Q4 | $1.65M | Buy |
14,268
+1,170
| +9% | +$135K | 0.52% | 53 |
|
|
2020
Q3 | $1.51K | Buy |
13,098
+2,506
| +24% | +$289 | 0.3% | 52 |
|
|
2020
Q2 | $1.12M | Buy |
10,592
+9,360
| +760% | +$991K | 0.44% | 62 |
|
|
2020
Q1 | $137K | Buy |
1,232
+1,192
| +2,980% | +$133K | 0.07% | 245 |
|
|
2019
Q4 | $4K | Sell |
40
-473
| -92% | -$47.3K | ﹤0.01% | 905 |
|
|
2019
Q3 | $56K | Buy |
513
+25
| +5% | +$2.73K | 0.02% | 407 |
|
|
2019
Q2 | $57K | Buy |
488
+448
| +1,120% | +$52.3K | 0.02% | 380 |
|
|
2019
Q1 | $5K | Sell |
40
-463
| -92% | -$57.9K | ﹤0.01% | 938 |
|
|
2018
Q4 | $47K | Buy |
+503
| New | +$47K | 0.02% | 386 |
|