NBT Bank’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 | $51.7K | Sell |
526
-75
| -12% | -$7.37K | ﹤0.01% | 500 |
|
|
2025
Q1 | $71.2K | Hold |
601
| – | – | 0.01% | 461 |
|
|
2024
Q4 | $66.2K | Hold |
601
| – | – | ﹤0.01% | 471 |
|
|
2024
Q3 | $72.8K | Buy |
+601
| New | +$72.8K | ﹤0.01% | 477 |
|
|
2018
Q4 | – | Sell |
-2,058
| Closed | -$211K | – | 192 |
|
|
2018
Q3 | $211K | Sell |
2,058
-426
| -17% | -$43.7K | 0.03% | 179 |
|
|
2018
Q2 | $267K | Hold |
2,484
| – | – | 0.05% | 165 |
|
|
2018
Q1 | $308K | Hold |
2,484
| – | – | 0.05% | 167 |
|
|
2017
Q4 | $309K | Hold |
2,484
| – | – | 0.05% | 168 |
|
|
2017
Q3 | $261K | Sell |
2,484
-600
| -19% | -$63K | 0.04% | 181 |
|
|
2017
Q2 | $365K | Hold |
3,084
| – | – | 0.06% | 163 |
|
|
2017
Q1 | $405K | Buy |
3,084
+272
| +10% | +$35.7K | 0.07% | 156 |
|
|
2016
Q4 | $360K | Sell |
2,812
-3
| -0.1% | -$384 | 0.06% | 160 |
|
|
2016
Q3 | $382K | Sell |
2,815
-5
| -0.2% | -$679 | 0.07% | 156 |
|
|
2016
Q2 | $430K | Sell |
2,820
-4
| -0.1% | -$610 | 0.08% | 149 |
|
|
2016
Q1 | $367K | Hold |
2,824
| – | – | 0.06% | 159 |
|
|
2015
Q4 | $348K | Sell |
2,824
-30
| -1% | -$3.7K | 0.06% | 151 |
|
|
2015
Q3 | $326K | Sell |
2,854
-275
| -9% | -$31.4K | 0.06% | 152 |
|
|
2015
Q2 | $339K | Sell |
3,129
-84
| -3% | -$9.1K | 0.06% | 156 |
|
|
2015
Q1 | $372K | Sell |
3,213
-100
| -3% | -$11.6K | 0.06% | 156 |
|
|
2014
Q4 | $334K | Hold |
3,313
| – | – | 0.05% | 165 |
|
|
2014
Q3 | $328K | Sell |
3,313
-75
| -2% | -$7.43K | 0.05% | 166 |
|
|
2014
Q2 | $361K | Sell |
3,388
-125
| -4% | -$13.3K | 0.05% | 164 |
|
|
2014
Q1 | $342K | Hold |
3,513
| – | – | 0.05% | 169 |
|
|
2013
Q4 | $364K | Sell |
3,513
-352
| -9% | -$36.5K | 0.05% | 165 |
|
|
2013
Q3 | $406K | Sell |
3,865
-3
| -0.1% | -$315 | 0.06% | 159 |
|
|
2013
Q2 | $399K | Buy |
+3,868
| New | +$399K | 0.06% | 156 |
|