Summit Financial’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 | $279K | Buy |
2,837
+332
| +13% | +$32.6K | 0.01% | 701 |
|
|
2025
Q1 | $297K | Sell |
2,505
-284
| -10% | -$33.6K | 0.01% | 613 |
|
|
2024
Q4 | $307K | Sell |
2,789
-53
| -2% | -$5.84K | 0.01% | 532 |
|
|
2024
Q3 | $344K | Sell |
2,842
-248
| -8% | -$30K | 0.01% | 434 |
|
|
2024
Q2 | $337K | Buy |
+3,090
| New | +$337K | 0.02% | 395 |
|
|
2024
Q1 | – | Sell |
-1,625
| Closed | -$205K | – | 402 |
|
|
2023
Q4 | $205K | Buy |
+1,625
| New | +$205K | 0.01% | 340 |
|
|
2023
Q3 | – | Sell |
-1,524
| Closed | -$225K | – | 345 |
|
|
2023
Q2 | $225K | Buy |
+1,524
| New | +$225K | 0.02% | 301 |
|