Sowell Financial Services’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,060
| Closed | -$481K | – | 784 |
|
|
2023
Q1 | $481K | Sell |
3,060
-7,633
| -71% | -$1.2M | 0.04% | 439 |
|
|
2022
Q4 | $1.69M | Sell |
10,693
-132
| -1% | -$20.9K | 0.11% | 217 |
|
|
2022
Q3 | $1.49M | Buy |
+10,825
| New | +$1.49M | 0.15% | 175 |
|
|
2021
Q3 | – | Sell |
-18,499
| Closed | -$2.4M | – | 549 |
|
|
2021
Q2 | $2.4M | Buy |
18,499
+1,150
| +7% | +$149K | 0.16% | 162 |
|
|
2021
Q1 | $2.38M | Buy |
17,349
+425
| +3% | +$58.4K | 0.08% | 214 |
|
|
2020
Q4 | $1.96M | Buy |
16,924
+1,261
| +8% | +$146K | 0.08% | 209 |
|
|
2020
Q3 | $1.81M | Sell |
15,663
-1,094
| -7% | -$126K | 0.09% | 194 |
|
|
2020
Q2 | $1.77M | Sell |
16,757
-5,762
| -26% | -$610K | 0.1% | 189 |
|
|
2020
Q1 | $2.5M | Buy |
22,519
+3,213
| +17% | +$357K | 0.19% | 123 |
|
|
2019
Q4 | $2.01M | Buy |
19,306
+970
| +5% | +$101K | 0.15% | 142 |
|
|
2019
Q3 | $2.02M | Buy |
+18,336
| New | +$2.02M | 0.17% | 130 |
|
|
2019
Q1 | $354K | Buy |
3,035
+314
| +12% | +$36.6K | 0.04% | 417 |
|
|
2018
Q4 | $254K | Buy |
2,721
+83
| +3% | +$7.75K | 0.04% | 419 |
|
|
2018
Q3 | $271K | Buy |
2,638
+68
| +3% | +$6.99K | 0.04% | 279 |
|
|
2018
Q2 | $286K | Sell |
2,570
-1,510
| -37% | -$168K | 0.06% | 229 |
|
|
2018
Q1 | $464K | Buy |
+4,080
| New | +$464K | 0.12% | 163 |
|
|
2017
Q1 | – | Sell |
-1,069
| Closed | -$147K | – | 523 |
|
|
2016
Q4 | $147K | Buy |
+1,069
| New | +$147K | 0.05% | 225 |
|