Mechanics Financial Corp’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 | $206K | Hold |
2,100
| – | – | 0.09% | 114 |
|
|
2025
Q1 | $249K | Hold |
2,100
| – | – | 0.11% | 103 |
|
|
2024
Q4 | $231K | Hold |
2,100
| – | – | 0.1% | 102 |
|
|
2024
Q3 | $254K | Hold |
2,100
| – | – | 0.11% | 100 |
|
|
2024
Q2 | $229K | Hold |
2,100
| – | – | 0.12% | 106 |
|
|
2024
Q1 | $264K | Hold |
2,100
| – | – | 0.14% | 101 |
|
|
2023
Q4 | $265K | Hold |
2,100
| – | – | 0.15% | 95 |
|
|
2023
Q3 | $258K | Hold |
2,100
| – | – | 0.14% | 92 |
|
|
2023
Q2 | $310K | Sell |
2,100
-200
| -9% | -$29.5K | 0.17% | 85 |
|
|
2023
Q1 | $362K | Hold |
2,300
| – | – | 0.21% | 83 |
|
|
2022
Q4 | $364K | Hold |
2,300
| – | – | 0.22% | 82 |
|
|
2022
Q3 | $316K | Hold |
2,300
| – | – | 0.21% | 84 |
|
|
2022
Q2 | $294K | Sell |
2,300
-50
| -2% | -$6.39K | 0.18% | 88 |
|
|
2022
Q1 | $318K | Hold |
2,350
| – | – | 0.16% | 97 |
|
|
2021
Q4 | $319K | Buy |
+2,350
| New | +$319K | 0.15% | 96 |
|