Summit Securities 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 | $7.07K | Buy |
+72
| New | +$7.07K | ﹤0.01% | 806 |
|
|
2024
Q2 | – | Sell |
-20
| Closed | -$3K | – | 643 |
|
|
2024
Q1 | $3K | Buy |
20
+19
| +1,900% | +$2.85K | ﹤0.01% | 255 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 682 |
|
|
2023
Q3 | – | Sell |
-140
| Closed | -$21K | – | 796 |
|
|
2023
Q2 | $21K | Sell |
140
-71
| -34% | -$10.7K | ﹤0.01% | 501 |
|
|
2023
Q1 | $33K | Buy |
211
+104
| +97% | +$16.3K | ﹤0.01% | 393 |
|
|
2022
Q4 | $17K | Buy |
107
+106
| +10,600% | +$16.8K | ﹤0.01% | 705 |
|
|
2022
Q3 | $0 | Sell |
1
-226
| -100% | – | ﹤0.01% | 908 |
|
|
2022
Q2 | $29K | Buy |
227
+183
| +416% | +$23.4K | ﹤0.01% | 499 |
|
|
2022
Q1 | $6K | Buy |
+44
| New | +$6K | ﹤0.01% | 704 |
|
|
2018
Q3 | – | Sell |
-4,000
| Closed | -$430K | – | 173 |
|
|
2018
Q2 | $430K | Buy |
+4,000
| New | +$430K | 0.06% | 79 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$32K | – | 628 |
|
|
2014
Q2 | $32K | Buy |
+300
| New | +$32K | 0.01% | 325 |
|