PFG Investments’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 | – | Sell |
-1,721
| Closed | -$204K | – | 1118 |
|
|
2025
Q1 | $204K | Sell |
1,721
-232
| -12% | -$27.5K | 0.01% | 877 |
|
|
2024
Q4 | $215K | Buy |
1,953
+4
| +0.2% | +$441 | 0.01% | 869 |
|
|
2024
Q3 | $236K | Sell |
1,949
-10
| -0.5% | -$1.21K | 0.02% | 828 |
|
|
2024
Q2 | $214K | Buy |
1,959
+109
| +6% | +$11.9K | 0.02% | 794 |
|
|
2024
Q1 | $233K | Buy |
+1,850
| New | +$233K | 0.01% | 839 |
|
|
2023
Q2 | – | Sell |
-1,436
| Closed | -$226K | – | 534 |
|
|
2023
Q1 | $226K | Buy |
+1,436
| New | +$226K | 0.05% | 410 |
|