Oakworth 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 | $196 | Hold |
2
| – | – | ﹤0.01% | 623 |
|
|
2025
Q1 | $237 | Hold |
2
| – | – | ﹤0.01% | 677 |
|
|
2024
Q4 | $220 | Hold |
2
| – | – | ﹤0.01% | 621 |
|
|
2024
Q3 | $242 | Hold |
2
| – | – | ﹤0.01% | 658 |
|
|
2024
Q2 | $218 | Hold |
2
| – | – | ﹤0.01% | 713 |
|
|
2024
Q1 | $252 | Hold |
2
| – | – | ﹤0.01% | 675 |
|
|
2023
Q4 | $253 | Hold |
2
| – | – | ﹤0.01% | 672 |
|
|
2023
Q3 | $246 | Hold |
2
| – | – | ﹤0.01% | 590 |
|
|
2023
Q2 | $295 | Hold |
2
| – | – | ﹤0.01% | 620 |
|
|
2023
Q1 | $315 | Hold |
2
| – | – | ﹤0.01% | 577 |
|
|
2022
Q4 | $317 | Sell |
2
-52
| -96% | -$8.24K | ﹤0.01% | 564 |
|
|
2022
Q3 | $7K | Hold |
54
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $7K | Hold |
54
| – | – | ﹤0.01% | 473 |
|
|
2022
Q1 | $7K | Hold |
54
| – | – | ﹤0.01% | 474 |
|
|
2021
Q4 | $7K | Hold |
54
| – | – | ﹤0.01% | 513 |
|
|
2021
Q3 | $6K | Hold |
54
| – | – | ﹤0.01% | 506 |
|
|
2021
Q2 | $7K | Hold |
54
| – | – | ﹤0.01% | 499 |
|
|
2021
Q1 | $7K | Buy |
54
+52
| +2,600% | +$6.74K | ﹤0.01% | 488 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 600 |
|
|
2020
Q3 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 604 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 591 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 561 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 579 |
|
|
2019
Q3 | $0 | Sell |
4
-4
| -50% | – | ﹤0.01% | 631 |
|
|
2019
Q2 | $0 | Buy |
8
+4
| +100% | – | ﹤0.01% | 649 |
|
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 596 |
|
|
2018
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 599 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 626 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 646 |
|
|
2018
Q1 | $0 | Sell |
4
-2
| -33% | – | ﹤0.01% | 642 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 602 |
|
|
2017
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 620 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 613 |
|
|
2017
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 616 |
|
|
2016
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 621 |
|
|
2016
Q3 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 596 |
|
|
2016
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 577 |
|