FinTrust Capital Advisors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.84K | Sell |
40
-6
| -13% | -$707 | ﹤0.01% | 1096 |
|
|
2024
Q2 | $5.02K | Buy |
46
+6
| +15% | +$679 | ﹤0.01% | 1050 |
|
|
2024
Q1 | $5.04K | Hold |
40
| – | – | ﹤0.01% | 988 |
|
|
2023
Q4 | $5.06K | Hold |
40
| – | – | ﹤0.01% | 959 |
|
|
2023
Q3 | $4.92K | Sell |
40
-1,396
| -97% | -$198K | ﹤0.01% | 897 |
|
|
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% | -$22.3K | 0.06% | 243 |
|
|
2022
Q3 | $226K | Sell |
1,586
-220
| -12% | -$30K | 0.06% | 250 |
|
|
2022
Q2 | $235K | Sell |
1,806
-600
| -25% | -$80K | 0.06% | 245 |
|
|
2022
Q1 | $325K | Buy |
2,406
+607
| +34% | +$82.7K | 0.08% | 219 |
|
|
2021
Q4 | $244K | Sell |
1,799
-318
| -15% | -$40.6K | 0.06% | 257 |
|
|
2021
Q3 | $254K | Sell |
2,117
-1,017
| -32% | -$129K | 0.07% | 246 |
|
|
2021
Q2 | $406K | Sell |
3,134
-12,315
| -80% | -$1.64M | 0.11% | 168 |
|
|
2021
Q1 | $1.96M | Buy |
15,449
+1,181
| +8% | +$139K | 0.57% | 47 |
|
|
2020
Q4 | $1.65M | Buy |
14,268
+1,170
| +9% | +$136K | 0.53% | 53 |
|
|
2020
Q3 | $1.51K | Buy |
13,098
+2,506
| +24% | +$279K | 0.3% | 54 |
|
|
2020
Q2 | $1.12M | Buy |
10,592
+9,360
| +760% | +$1.05M | 0.45% | 62 |
|
|
2020
Q1 | $137K | Buy |
1,232
+1,192
| +2,980% | +$127K | 0.07% | 246 |
|
|
2019
Q4 | $4K | Sell |
40
-473
| -92% | -$50.1K | ﹤0.01% | 908 |
|
|
2019
Q3 | $56K | Buy |
513
+25
| +5% | +$2.79K | 0.02% | 428 |
|
|
2019
Q2 | $57K | Buy |
488
+448
| +1,120% | +$54.7K | 0.02% | 383 |
|
|
2019
Q1 | $5K | Sell |
40
-463
| -92% | -$48.4K | ﹤0.01% | 946 |
|
|
2018
Q4 | $47K | Buy |
+503
| New | +$52.5K | 0.02% | 393 |
|
Other funds holding SJM
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