Lindbrook 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
Q1 | $2.84K | Sell |
24
-530
| -96% | -$62.8K | ﹤0.01% | 2170 |
|
|
2024
Q4 | $61K | Buy |
554
+166
| +43% | +$18.3K | 0.01% | 735 |
|
|
2024
Q3 | $47K | Sell |
388
-94
| -20% | -$11.4K | ﹤0.01% | 851 |
|
|
2024
Q2 | $52.6K | Buy |
482
+207
| +75% | +$22.6K | ﹤0.01% | 774 |
|
|
2024
Q1 | $34.6K | Sell |
275
-134
| -33% | -$16.9K | ﹤0.01% | 939 |
|
|
2023
Q4 | $51.7K | Buy |
409
+178
| +77% | +$22.5K | 0.01% | 744 |
|
|
2023
Q3 | $28.4K | Sell |
231
-402
| -64% | -$49.4K | ﹤0.01% | 896 |
|
|
2023
Q2 | $93.5K | Sell |
633
-100
| -14% | -$14.8K | 0.01% | 503 |
|
|
2023
Q1 | $115K | Buy |
733
+241
| +49% | +$37.9K | 0.01% | 448 |
|
|
2022
Q4 | $78K | Buy |
492
+216
| +78% | +$34.2K | 0.01% | 556 |
|
|
2022
Q3 | $38K | Buy |
276
+135
| +96% | +$18.6K | 0.01% | 752 |
|
|
2022
Q2 | $18K | Sell |
141
-1
| -0.7% | -$128 | ﹤0.01% | 1023 |
|
|
2022
Q1 | $19K | Sell |
142
-7
| -5% | -$937 | ﹤0.01% | 1029 |
|
|
2021
Q4 | $20K | Sell |
149
-9
| -6% | -$1.21K | ﹤0.01% | 1027 |
|
|
2021
Q3 | $19K | Sell |
158
-6
| -4% | -$722 | 0.01% | 769 |
|
|
2021
Q2 | $21K | Buy |
164
+6
| +4% | +$768 | ﹤0.01% | 766 |
|
|
2021
Q1 | $20K | Buy |
158
+75
| +90% | +$9.49K | ﹤0.01% | 753 |
|
|
2020
Q4 | $10K | Buy |
83
+22
| +36% | +$2.65K | ﹤0.01% | 920 |
|
|
2020
Q3 | $7K | Sell |
61
-41
| -40% | -$4.71K | ﹤0.01% | 976 |
|
|
2020
Q2 | $11K | Sell |
102
-28
| -22% | -$3.02K | ﹤0.01% | 813 |
|
|
2020
Q1 | $14K | Sell |
130
-55
| -30% | -$5.92K | 0.01% | 667 |
|
|
2019
Q4 | $19K | Sell |
185
-83
| -31% | -$8.52K | 0.01% | 761 |
|
|
2019
Q3 | $29K | Buy |
268
+23
| +9% | +$2.49K | 0.01% | 589 |
|
|
2019
Q2 | $28K | Buy |
245
+11
| +5% | +$1.26K | 0.01% | 599 |
|
|
2019
Q1 | $27K | Buy |
234
+12
| +5% | +$1.39K | 0.01% | 597 |
|
|
2018
Q4 | $20K | Buy |
+222
| New | +$20K | 0.01% | 615 |
|