Sonora Investment Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,302
| Closed | -$391K | – | 319 |
|
|
2025
Q1 | $391K | Hold |
3,302
| – | – | 0.03% | 187 |
|
|
2024
Q4 | $364K | Hold |
3,302
| – | – | 0.03% | 196 |
|
|
2024
Q3 | $400K | Buy |
3,302
+300
| +10% | +$36.3K | 0.03% | 192 |
|
|
2024
Q2 | $378K | Hold |
3,002
| – | – | 0.03% | 198 |
|
|
2024
Q1 | $378K | Hold |
3,002
| – | – | 0.03% | 198 |
|
|
2023
Q4 | $379K | Buy |
3,002
+2
| +0.1% | +$253 | 0.03% | 183 |
|
|
2023
Q3 | $369K | Hold |
3,000
| – | – | 0.03% | 186 |
|
|
2023
Q2 | $443K | Hold |
3,000
| – | – | 0.04% | 168 |
|
|
2023
Q1 | $472K | Sell |
3,000
-46
| -2% | -$7.24K | 0.04% | 162 |
|
|
2022
Q4 | $483K | Buy |
+3,046
| New | +$483K | 0.04% | 161 |
|