Abound Wealth Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124 | Hold |
5
| – | – | ﹤0.01% | 1199 |
|
|
2025
Q1 | $150 | Sell |
5
-3
| -38% | -$90 | ﹤0.01% | 1095 |
|
|
2024
Q4 | $311 | Hold |
8
| – | – | ﹤0.01% | 886 |
|
|
2024
Q3 | $320 | Sell |
8
-9
| -53% | -$360 | ﹤0.01% | 965 |
|
|
2024
Q2 | $735 | Buy |
17
+3
| +21% | +$130 | ﹤0.01% | 761 |
|
|
2024
Q1 | $698 | Hold |
14
| – | – | ﹤0.01% | 815 |
|
|
2023
Q4 | $543 | Hold |
14
| – | – | ﹤0.01% | 895 |
|
|
2023
Q3 | $556 | Hold |
14
| – | – | ﹤0.01% | 781 |
|
|
2023
Q2 | $443 | Buy |
+14
| New | +$443 | ﹤0.01% | 888 |
|