Transamerica Financial Advisors’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 | $49 | Sell |
1
-1
| -50% | -$49 | ﹤0.01% | 542 |
|
|
2025
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 539 |
|
|
2024
Q4 | $1K | Sell |
2
-5
| -71% | -$2.5K | ﹤0.01% | 533 |
|
|
2024
Q3 | $1K | Sell |
7
-564
| -99% | -$80.6K | ﹤0.01% | 537 |
|
|
2024
Q2 | $63K | Hold |
571
| – | – | 0.01% | 269 |
|
|
2024
Q1 | $72K | Sell |
571
-9
| -2% | -$1.14K | 0.01% | 286 |
|
|
2023
Q4 | $74K | Sell |
580
-102
| -15% | -$13K | 0.01% | 284 |
|
|
2023
Q3 | $84K | Buy |
682
+29
| +4% | +$3.57K | 0.01% | 259 |
|
|
2023
Q2 | $97K | Sell |
653
-54
| -8% | -$8.02K | 0.01% | 254 |
|
|
2023
Q1 | $112K | Sell |
707
-1
| -0.1% | -$158 | 0.01% | 259 |
|
|
2022
Q4 | $113K | Buy |
708
+93
| +15% | +$14.8K | 0.02% | 257 |
|
|
2022
Q3 | $85K | Buy |
615
+46
| +8% | +$6.36K | 0.01% | 254 |
|
|
2022
Q2 | $73K | Buy |
+569
| New | +$73K | 0.01% | 263 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | -$1K | – | 191 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | 0.02% | 181 |
|
|
2020
Q3 | – | Sell |
-65
| Closed | -$7K | – | 424 |
|
|
2020
Q2 | $7K | Buy |
+65
| New | +$7K | ﹤0.01% | 279 |
|
|
2019
Q3 | – | Sell |
-59
| Closed | -$7K | – | 453 |
|
|
2019
Q2 | $7K | Buy |
+59
| New | +$7K | ﹤0.01% | 324 |
|
|
2019
Q1 | – | Sell |
-82
| Closed | -$8K | – | 394 |
|
|
2018
Q4 | $8K | Buy |
82
+6
| +8% | +$585 | ﹤0.01% | 296 |
|
|
2018
Q3 | $8K | Buy |
76
+74
| +3,700% | +$7.79K | ﹤0.01% | 308 |
|
|
2018
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 455 |
|