Kinloch Capital’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 | $2.89M | Buy |
29,413
+960
| +3% | +$94.3K | 1.34% | 47 |
|
|
2025
Q1 | $3.37M | Buy |
28,453
+19,100
| +204% | +$2.26M | 1.61% | 38 |
|
|
2024
Q4 | $1.03M | Sell |
9,353
-1,748
| -16% | -$192K | 0.52% | 50 |
|
|
2024
Q3 | $1.34M | Buy |
11,101
+1,393
| +14% | +$169K | 0.65% | 52 |
|
|
2024
Q2 | $1.06M | Buy |
9,708
+3,121
| +47% | +$340K | 0.55% | 51 |
|
|
2024
Q1 | $829K | Buy |
+6,587
| New | +$829K | 0.43% | 51 |
|
|
2021
Q1 | – | Sell |
-145
| Closed | -$17K | – | 180 |
|
|
2020
Q4 | $17K | Buy |
+145
| New | +$17K | 0.01% | 156 |
|