SevenBridge Financial Group’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,602
| Closed | -$202K | – | 204 |
|
|
2023
Q4 | $202K | Buy |
+1,602
| New | +$202K | 0.05% | 183 |
|
|
2023
Q3 | – | Sell |
-1,602
| Closed | -$237K | – | 190 |
|
|
2023
Q2 | $237K | Sell |
1,602
-20
| -1% | -$2.95K | 0.06% | 162 |
|
|
2023
Q1 | $255K | Hold |
1,622
| – | – | 0.07% | 159 |
|
|
2022
Q4 | $257K | Hold |
1,622
| – | – | 0.08% | 158 |
|
|
2022
Q3 | $223K | Buy |
+1,622
| New | +$223K | 0.08% | 159 |
|
|
2019
Q3 | – | Sell |
-1,178
| Closed | -$136K | – | 489 |
|
|
2019
Q2 | $136K | Hold |
1,178
| – | – | 0.05% | 168 |
|
|
2019
Q1 | $137K | Hold |
1,178
| – | – | 0.05% | 152 |
|
|
2018
Q4 | $110K | Hold |
1,178
| – | – | 0.07% | 154 |
|
|
2018
Q3 | $121K | Hold |
1,178
| – | – | 0.06% | 159 |
|
|
2018
Q2 | $127K | Hold |
1,178
| – | – | 0.07% | 163 |
|
|
2018
Q1 | $146K | Hold |
1,178
| – | – | 0.08% | 154 |
|
|
2017
Q4 | $146K | Sell |
1,178
-210
| -15% | -$26K | 0.08% | 157 |
|
|
2017
Q3 | $146K | Hold |
1,388
| – | – | 0.08% | 158 |
|
|
2017
Q2 | $164K | Sell |
1,388
-107
| -7% | -$12.6K | 0.1% | 144 |
|
|
2017
Q1 | $193K | Hold |
1,495
| – | – | 0.13% | 133 |
|
|
2016
Q4 | $200K | Hold |
1,495
| – | – | 0.15% | 129 |
|
|
2016
Q3 | $200K | Sell |
1,495
-1,124
| -43% | -$150K | 0.15% | 129 |
|
|
2016
Q2 | $399K | Buy |
+2,619
| New | +$399K | 0.28% | 92 |
|