Independence Bank of Kentucky’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 | $8.15K | Hold |
83
| – | – | ﹤0.01% | 542 |
|
|
2025
Q1 | $9.83K | Hold |
83
| – | – | ﹤0.01% | 516 |
|
|
2024
Q4 | $9.14K | Hold |
83
| – | – | ﹤0.01% | 524 |
|
|
2024
Q3 | $10.1K | Buy |
83
+8
| +11% | +$969 | ﹤0.01% | 486 |
|
|
2024
Q2 | $8.18K | Buy |
+75
| New | +$8.18K | ﹤0.01% | 462 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$7.38K | – | 512 |
|
|
2023
Q2 | $7.38K | Hold |
50
| – | – | ﹤0.01% | 405 |
|
|
2023
Q1 | $7.87K | Sell |
50
-115
| -70% | -$18.1K | ﹤0.01% | 371 |
|
|
2022
Q4 | $26K | Hold |
165
| – | – | 0.01% | 307 |
|
|
2022
Q3 | $23K | Buy |
165
+50
| +43% | +$6.97K | 0.01% | 293 |
|
|
2022
Q2 | $15K | Hold |
115
| – | – | 0.01% | 327 |
|
|
2022
Q1 | $16K | Hold |
115
| – | – | 0.01% | 331 |
|
|
2021
Q4 | $16K | Sell |
115
-500
| -81% | -$69.6K | 0.01% | 318 |
|
|
2021
Q3 | $74K | Hold |
615
| – | – | 0.03% | 215 |
|
|
2021
Q2 | $80K | Sell |
615
-5
| -0.8% | -$650 | 0.04% | 207 |
|
|
2021
Q1 | $78K | Sell |
620
-730
| -54% | -$91.8K | 0.04% | 202 |
|
|
2020
Q4 | $156K | Hold |
1,350
| – | – | 0.08% | 156 |
|
|
2020
Q3 | $156K | Hold |
1,350
| – | – | 0.09% | 141 |
|
|
2020
Q2 | $143K | Sell |
1,350
-70
| -5% | -$7.42K | 0.09% | 133 |
|
|
2020
Q1 | $158K | Buy |
1,420
+510
| +56% | +$56.7K | 0.12% | 123 |
|
|
2019
Q4 | $95K | Buy |
910
+315
| +53% | +$32.9K | 0.06% | 168 |
|
|
2019
Q3 | $65K | Sell |
595
-75
| -11% | -$8.19K | 0.05% | 182 |
|
|
2019
Q2 | $77K | Hold |
670
| – | – | 0.06% | 158 |
|
|
2019
Q1 | $78K | Hold |
670
| – | – | 0.06% | 151 |
|
|
2018
Q4 | $63K | Hold |
670
| – | – | 0.06% | 151 |
|
|
2018
Q3 | $69K | Buy |
670
+450
| +205% | +$46.3K | 0.05% | 156 |
|
|
2018
Q2 | $24K | Hold |
220
| – | – | 0.02% | 212 |
|
|
2018
Q1 | $27K | Sell |
220
-1,175
| -84% | -$144K | 0.02% | 206 |
|
|
2017
Q4 | $173K | Buy |
+1,395
| New | +$173K | 0.15% | 116 |
|