Parkside Financial Bank & Trust’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 | $46.3K | Sell |
471
-55
| -10% | -$5.4K | 0.01% | 928 |
|
2025
Q1 | $62.3K | Sell |
526
-13
| -2% | -$1.54K | 0.01% | 753 |
|
2024
Q4 | $59.4K | Sell |
539
-155
| -22% | -$17.1K | 0.01% | 742 |
|
2024
Q3 | $84K | Buy |
694
+29
| +4% | +$3.51K | 0.01% | 603 |
|
2024
Q2 | $72.5K | Buy |
665
+139
| +26% | +$15.2K | 0.01% | 618 |
|
2024
Q1 | $66.2K | Sell |
526
-8
| -1% | -$1.01K | 0.01% | 658 |
|
2023
Q4 | $67.5K | Sell |
534
-332
| -38% | -$42K | 0.01% | 597 |
|
2023
Q3 | $106K | Sell |
866
-73
| -8% | -$8.98K | 0.02% | 396 |
|
2023
Q2 | $139K | Buy |
939
+17
| +2% | +$2.51K | 0.03% | 325 |
|
2023
Q1 | $145K | Buy |
922
+114
| +14% | +$17.9K | 0.04% | 298 |
|
2022
Q4 | $128K | Buy |
808
+19
| +2% | +$3.01K | 0.04% | 317 |
|
2022
Q3 | $108K | Buy |
789
+58
| +8% | +$7.94K | 0.03% | 316 |
|
2022
Q2 | $94K | Buy |
731
+608
| +494% | +$78.2K | 0.03% | 359 |
|
2022
Q1 | $17K | Buy |
123
+9
| +8% | +$1.24K | ﹤0.01% | 877 |
|
2021
Q4 | $15K | Hold |
114
| – | – | ﹤0.01% | 903 |
|
2021
Q3 | $14K | Buy |
114
+19
| +20% | +$2.33K | ﹤0.01% | 873 |
|
2021
Q2 | $12K | Hold |
95
| – | – | ﹤0.01% | 923 |
|
2021
Q1 | $12K | Hold |
95
| – | – | ﹤0.01% | 887 |
|
2020
Q4 | $11K | Sell |
95
-9
| -9% | -$1.04K | ﹤0.01% | 854 |
|
2020
Q3 | $12K | Sell |
104
-37
| -26% | -$4.27K | ﹤0.01% | 782 |
|
2020
Q2 | $15K | Sell |
141
-160
| -53% | -$17K | ﹤0.01% | 729 |
|
2020
Q1 | $33K | Sell |
301
-4
| -1% | -$439 | 0.01% | 453 |
|
2019
Q4 | $32K | Buy |
305
+30
| +11% | +$3.15K | 0.01% | 531 |
|
2019
Q3 | $30K | Sell |
275
-1
| -0.4% | -$109 | 0.01% | 513 |
|
2019
Q2 | $32K | Buy |
276
+7
| +3% | +$812 | 0.01% | 503 |
|
2019
Q1 | $31K | Buy |
269
+33
| +14% | +$3.8K | 0.01% | 488 |
|
2018
Q4 | $22K | Sell |
236
-9
| -4% | -$839 | 0.01% | 544 |
|
2018
Q3 | $25K | Hold |
245
| – | – | 0.01% | 542 |
|
2018
Q2 | $26K | Sell |
245
-153
| -38% | -$16.2K | 0.01% | 514 |
|
2018
Q1 | $50K | Sell |
398
-150
| -27% | -$18.8K | 0.02% | 343 |
|
2017
Q4 | $68K | Sell |
548
-3
| -0.5% | -$372 | 0.02% | 300 |
|
2017
Q3 | $58K | Buy |
551
+30
| +6% | +$3.16K | 0.02% | 315 |
|
2017
Q2 | $62K | Sell |
521
-5
| -1% | -$595 | 0.03% | 281 |
|
2017
Q1 | $69K | Buy |
526
+6
| +1% | +$787 | 0.03% | 271 |
|
2016
Q4 | $66K | Buy |
520
+12
| +2% | +$1.52K | 0.03% | 290 |
|
2016
Q3 | $69K | Sell |
508
-79
| -13% | -$10.7K | 0.03% | 302 |
|
2016
Q2 | $89K | Buy |
587
+12
| +2% | +$1.82K | 0.04% | 240 |
|
2016
Q1 | $74K | Buy |
575
+76
| +15% | +$9.78K | 0.04% | 260 |
|
2015
Q4 | $61K | Buy |
499
+12
| +2% | +$1.47K | 0.03% | 295 |
|
2015
Q3 | $56K | Sell |
487
-1,777
| -78% | -$204K | 0.03% | 291 |
|
2015
Q2 | $245K | Hold |
2,264
| – | – | 0.13% | 141 |
|
2015
Q1 | $262K | Sell |
2,264
-150
| -6% | -$17.4K | 0.14% | 140 |
|
2014
Q4 | $244K | Hold |
2,414
| – | – | 0.14% | 137 |
|
2014
Q3 | $239K | Sell |
2,414
-16
| -0.7% | -$1.58K | 0.14% | 142 |
|
2014
Q2 | $259K | Buy |
+2,430
| New | +$259K | 0.15% | 136 |
|
2014
Q1 | – | Sell |
-2,177
| Closed | -$226K | – | 174 |
|
2013
Q4 | $226K | Sell |
2,177
-1,700
| -44% | -$176K | 0.15% | 132 |
|
2013
Q3 | $408K | Buy |
3,877
+5
| +0.1% | +$526 | 0.32% | 73 |
|
2013
Q2 | $400K | Buy |
+3,872
| New | +$400K | 0.32% | 74 |
|