HRT 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
Q1 | – | Sell |
-31,946
| Closed | -$3.52M | – | 3056 |
|
|
2024
Q4 | $3.52M | Sell |
31,946
-19,149
| -37% | -$2.11M | 0.02% | 436 |
|
|
2024
Q3 | $6.19M | Buy |
51,095
+24,727
| +94% | +$2.99M | 0.03% | 352 |
|
|
2024
Q2 | $2.88M | Buy |
+26,368
| New | +$2.88M | 0.02% | 562 |
|
|
2023
Q4 | – | Sell |
-101,670
| Closed | -$12.5M | – | 2774 |
|
|
2023
Q3 | $12.5M | Buy |
+101,670
| New | +$12.5M | 0.12% | 98 |
|
|
2022
Q4 | – | Sell |
-112,215
| Closed | -$15.4M | – | 2858 |
|
|
2022
Q3 | $15.4M | Buy |
+112,215
| New | +$15.4M | 0.17% | 84 |
|
|
2020
Q3 | – | Sell |
-6,037
| Closed | -$638K | – | 2191 |
|
|
2020
Q2 | $638K | Buy |
+6,037
| New | +$638K | 0.02% | 611 |
|
|
2020
Q1 | – | Sell |
-17,644
| Closed | -$1.84M | – | 1178 |
|
|
2019
Q4 | $1.84M | Buy |
+17,644
| New | +$1.84M | 0.08% | 174 |
|
|
2019
Q3 | – | Sell |
-4,150
| Closed | -$478K | – | 1480 |
|
|
2019
Q2 | $478K | Sell |
4,150
-3,836
| -48% | -$442K | 0.03% | 409 |
|
|
2019
Q1 | $930K | Buy |
+7,986
| New | +$930K | 0.14% | 83 |
|