Tompkins 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 | $23.1K | Hold |
235
| – | – | ﹤0.01% | 378 |
|
|
2025
Q1 | $27.8K | Hold |
235
| – | – | ﹤0.01% | 376 |
|
|
2024
Q4 | $25.9K | Hold |
235
| – | – | ﹤0.01% | 370 |
|
|
2024
Q3 | $28.5K | Hold |
235
| – | – | ﹤0.01% | 389 |
|
|
2024
Q2 | $25.6K | Hold |
235
| – | – | ﹤0.01% | 405 |
|
|
2024
Q1 | $29.6K | Hold |
235
| – | – | ﹤0.01% | 400 |
|
|
2023
Q4 | $29.7K | Hold |
235
| – | – | ﹤0.01% | 392 |
|
|
2023
Q3 | $28.9K | Hold |
235
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $34.7K | Hold |
235
| – | – | 0.01% | 363 |
|
|
2023
Q1 | $37K | Hold |
235
| – | – | 0.01% | 361 |
|
|
2022
Q4 | $37K | Hold |
235
| – | – | 0.01% | 363 |
|
|
2022
Q3 | $32K | Hold |
235
| – | – | 0.01% | 373 |
|
|
2022
Q2 | $30K | Hold |
235
| – | – | ﹤0.01% | 379 |
|
|
2022
Q1 | $32K | Buy |
+235
| New | +$32K | ﹤0.01% | 393 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$11K | – | 395 |
|
|
2020
Q2 | $11K | Sell |
100
-1
| -1% | -$110 | ﹤0.01% | 315 |
|
|
2020
Q1 | $11K | Hold |
101
| – | – | ﹤0.01% | 319 |
|
|
2019
Q4 | $11K | Buy |
+101
| New | +$11K | ﹤0.01% | 338 |
|