TFC Financial Management’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 | $491 | Hold |
5
| – | – | ﹤0.01% | 684 |
|
|
2025
Q1 | $593 | Buy |
+5
| New | +$593 | ﹤0.01% | 615 |
|
|
2024
Q4 | – | Sell |
-10
| Closed | -$1.21K | – | 1022 |
|
|
2024
Q3 | $1.21K | Buy |
10
+1
| +11% | +$121 | ﹤0.01% | 565 |
|
|
2024
Q2 | $982 | Sell |
9
-1
| -10% | -$109 | ﹤0.01% | 563 |
|
|
2024
Q1 | $1.26K | Buy |
10
+1
| +11% | +$126 | ﹤0.01% | 518 |
|
|
2023
Q4 | $1.14K | Buy |
9
+4
| +80% | +$506 | ﹤0.01% | 504 |
|
|
2023
Q3 | $615 | Buy |
5
+1
| +25% | +$123 | ﹤0.01% | 584 |
|
|
2023
Q2 | $591 | Sell |
4
-787
| -99% | -$116K | ﹤0.01% | 563 |
|
|
2023
Q1 | $124K | Buy |
791
+1
| +0.1% | +$157 | 0.03% | 142 |
|
|
2022
Q4 | $125K | Hold |
790
| – | – | 0.04% | 134 |
|
|
2022
Q3 | $109K | Hold |
790
| – | – | 0.03% | 136 |
|
|
2022
Q2 | $101K | Hold |
790
| – | – | 0.03% | 153 |
|
|
2022
Q1 | $107K | Hold |
790
| – | – | 0.03% | 152 |
|
|
2021
Q4 | $107K | Hold |
790
| – | – | 0.03% | 160 |
|
|
2021
Q3 | $95K | Hold |
790
| – | – | 0.03% | 163 |
|
|
2021
Q2 | $102K | Hold |
790
| – | – | 0.03% | 154 |
|
|
2021
Q1 | $100K | Hold |
790
| – | – | 0.04% | 146 |
|
|
2020
Q4 | $91K | Sell |
790
-46
| -6% | -$5.3K | 0.04% | 150 |
|
|
2020
Q3 | $97K | Buy |
+836
| New | +$97K | 0.05% | 122 |
|