Truist 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 | $2.28M | Buy |
23,179
+1,200
| +5% | +$118K | ﹤0.01% | 1211 |
|
2025
Q1 | $2.6M | Buy |
21,979
+5,305
| +32% | +$628K | ﹤0.01% | 1103 |
|
2024
Q4 | $1.84M | Sell |
16,674
-7,530
| -31% | -$829K | ﹤0.01% | 1258 |
|
2024
Q3 | $2.93M | Buy |
24,204
+1,114
| +5% | +$135K | ﹤0.01% | 1059 |
|
2024
Q2 | $2.52M | Sell |
23,090
-6,158
| -21% | -$671K | ﹤0.01% | 1165 |
|
2024
Q1 | $3.68M | Buy |
29,248
+705
| +2% | +$88.7K | 0.01% | 1001 |
|
2023
Q4 | $3.61M | Sell |
28,543
-53,589
| -65% | -$6.77M | 0.01% | 987 |
|
2023
Q3 | $10.1M | Sell |
82,132
-2,297
| -3% | -$282K | 0.02% | 582 |
|
2023
Q2 | $12.5M | Sell |
84,429
-1,765
| -2% | -$261K | 0.02% | 521 |
|
2023
Q1 | $13.6M | Sell |
86,194
-7,107
| -8% | -$1.12M | 0.02% | 488 |
|
2022
Q4 | $14.8M | Sell |
93,301
-1,029
| -1% | -$163K | 0.03% | 448 |
|
2022
Q3 | $13M | Buy |
94,330
+1,260
| +1% | +$173K | 0.02% | 479 |
|
2022
Q2 | $11.9M | Sell |
93,070
-15,618
| -14% | -$2M | 0.02% | 524 |
|
2022
Q1 | $14.7M | Sell |
108,688
-6,668
| -6% | -$903K | 0.02% | 513 |
|
2021
Q4 | $15.7M | Sell |
115,356
-5,225
| -4% | -$710K | 0.02% | 501 |
|
2021
Q3 | $14.5M | Sell |
120,581
-20,045
| -14% | -$2.41M | 0.02% | 505 |
|
2021
Q2 | $18.2M | Sell |
140,626
-21,051
| -13% | -$2.73M | 0.03% | 464 |
|
2021
Q1 | $20.5M | Sell |
161,677
-85,767
| -35% | -$10.9M | 0.04% | 402 |
|
2020
Q4 | $28.6M | Buy |
247,444
+15,685
| +7% | +$1.81M | 0.05% | 300 |
|
2020
Q3 | $26.8M | Sell |
231,759
-3,242
| -1% | -$375K | 0.06% | 284 |
|
2020
Q2 | $24.9M | Buy |
235,001
+12,052
| +5% | +$1.28M | 0.06% | 302 |
|
2020
Q1 | $24.7M | Sell |
222,949
-9,096
| -4% | -$1.01M | 0.07% | 286 |
|
2019
Q4 | $24.2M | Buy |
232,045
+228,642
| +6,719% | +$23.8M | 0.05% | 374 |
|
2019
Q3 | $374K | Sell |
3,403
-55
| -2% | -$6.05K | 0.01% | 621 |
|
2019
Q2 | $398K | Buy |
+3,458
| New | +$398K | 0.01% | 622 |
|
2017
Q4 | – | Sell |
-3,005
| Closed | -$316K | – | 815 |
|
2017
Q3 | $316K | Sell |
3,005
-1,001
| -25% | -$105K | 0.01% | 668 |
|
2017
Q2 | $474K | Buy |
4,006
+819
| +26% | +$96.9K | 0.01% | 565 |
|
2017
Q1 | $418K | Sell |
3,187
-1,796
| -36% | -$236K | 0.01% | 605 |
|
2016
Q4 | $638K | Buy |
+4,983
| New | +$638K | 0.01% | 549 |
|
2016
Q3 | – | Sell |
-1,420
| Closed | -$217K | – | 863 |
|
2016
Q2 | $217K | Sell |
1,420
-205
| -13% | -$31.3K | ﹤0.01% | 782 |
|
2016
Q1 | $211K | Sell |
1,625
-3,188
| -66% | -$414K | 0.01% | 726 |
|
2015
Q4 | $594K | Buy |
4,813
+242
| +5% | +$29.9K | 0.02% | 507 |
|
2015
Q3 | $522K | Sell |
4,571
-616
| -12% | -$70.3K | 0.01% | 535 |
|
2015
Q2 | $562K | Buy |
5,187
+3,355
| +183% | +$364K | 0.02% | 507 |
|
2015
Q1 | $212K | Sell |
1,832
-897
| -33% | -$104K | 0.01% | 756 |
|
2014
Q4 | $276K | Buy |
2,729
+162
| +6% | +$16.4K | 0.01% | 658 |
|
2014
Q3 | $254K | Buy |
2,567
+60
| +2% | +$5.94K | 0.01% | 660 |
|
2014
Q2 | $267K | Buy |
2,507
+436
| +21% | +$46.4K | 0.01% | 670 |
|
2014
Q1 | $202K | Buy |
+2,071
| New | +$202K | 0.01% | 752 |
|
2013
Q4 | – | Sell |
-2,167
| Closed | -$228K | – | 788 |
|
2013
Q3 | $228K | Buy |
+2,167
| New | +$228K | 0.01% | 674 |
|