Principal Securities’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 | $99.9K | Buy |
1,017
+198
| +24% | +$19.4K | ﹤0.01% | 1547 |
|
|
2025
Q1 | $90.2K | Hold |
819
| – | – | ﹤0.01% | 1483 |
|
|
2024
Q4 | $90.2K | Sell |
819
-18
| -2% | -$1.98K | ﹤0.01% | 1482 |
|
|
2024
Q3 | $101K | Buy |
837
+351
| +72% | +$42.5K | ﹤0.01% | 1389 |
|
|
2024
Q2 | $53K | Buy |
486
+12
| +3% | +$1.31K | ﹤0.01% | 1598 |
|
|
2024
Q1 | $59.7K | Buy |
474
+132
| +39% | +$16.6K | ﹤0.01% | 1491 |
|
|
2023
Q4 | $43.2K | Buy |
+342
| New | +$43.2K | ﹤0.01% | 1553 |
|