Royal Fund Management’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 | $1.38M | Sell |
14,100
-200
| -1% | -$19.6K | 0.14% | 156 |
|
|
2025
Q1 | $1.69M | Buy |
+14,300
| New | +$1.69M | 0.19% | 133 |
|
|
2020
Q2 | – | Sell |
-510
| Closed | -$56K | – | 487 |
|
|
2020
Q1 | $56K | Sell |
510
-5
| -1% | -$549 | 0.02% | 217 |
|
|
2019
Q4 | $53K | Hold |
515
| – | – | 0.01% | 237 |
|
|
2019
Q3 | $56K | Buy |
515
+5
| +1% | +$544 | 0.02% | 224 |
|
|
2019
Q2 | $58K | Buy |
510
+488
| +2,218% | +$55.5K | 0.02% | 221 |
|
|
2019
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 518 |
|
|
2018
Q4 | $2K | Buy |
22
+13
| +144% | +$1.18K | ﹤0.01% | 495 |
|
|
2018
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 634 |
|
|
2018
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 628 |
|
|
2018
Q1 | $1K | Sell |
9
-31
| -78% | -$3.44K | ﹤0.01% | 501 |
|
|
2017
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 528 |
|
|
2017
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 380 |
|
|
2017
Q2 | $4K | Buy |
40
+31
| +344% | +$3.1K | ﹤0.01% | 343 |
|
|
2017
Q1 | $1K | Buy |
9
+8
| +800% | +$889 | ﹤0.01% | 399 |
|
|
2016
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 412 |
|