TFC Financial Management’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5	Closed	-$491	–	1050
2025 Q2	$491	Hold	5	–	–	﹤0.01%	684
2025 Q1	$593	Buy	+5	New	+$540	﹤0.01%	615
2024 Q4	–	Sell	-10	Closed	-$1.21K	–	1022
2024 Q3	$1.21K	Buy	10 +1	+11%	+$118	﹤0.01%	565
2024 Q2	$982	Sell	9 -1	-10%	-$113	﹤0.01%	563
2024 Q1	$1.26K	Buy	10 +1	+11%	+$127	﹤0.01%	518
2023 Q4	$1.14K	Buy	9 +4	+80%	+$463	﹤0.01%	504
2023 Q3	$615	Buy	5 +1	+25%	+$142	﹤0.01%	584
2023 Q2	$591	Sell	4 -787	-99%	-$120K	﹤0.01%	563
2023 Q1	$124K	Buy	791 +1	+0.1%	+$152	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%	-$5.35K	0.04%	150
2020 Q3	$97K	Buy	+836	New	+$93.2K	0.05%	122