Mechanics Financial Corp’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-900	Closed	-$88K	–	240
2025 Q4	$88K	Hold	900	–	–	0.03%	149
2025 Q3	$97.7K	Sell	900 -1,200	-57%	-$130K	0.04%	144
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%	-$30.5K	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%	-$6.67K	0.18%	88
2022 Q1	$318K	Hold	2,350	–	–	0.16%	97
2021 Q4	$319K	Buy	+2,350	New	+$300K	0.15%	96