Adams 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
Q1 | $2.9M | Buy |
96,812
+23,537
| +32% | +$705K | 0.57% | 47 |
|
|
2024
Q4 | $2.84M | Buy |
73,275
+9,710
| +15% | +$376K | 0.54% | 43 |
|
|
2024
Q3 | $2.54M | Buy |
63,565
+7,798
| +14% | +$312K | 0.55% | 40 |
|
|
2024
Q2 | $2.41M | Buy |
55,767
+3,221
| +6% | +$139K | 0.56% | 41 |
|
|
2024
Q1 | $2.62M | Buy |
52,546
+11,077
| +27% | +$552K | 0.64% | 30 |
|
|
2023
Q4 | $1.61M | Buy |
41,469
+4,218
| +11% | +$163K | 0.47% | 46 |
|
|
2023
Q3 | $1.48M | Sell |
37,251
-4,527
| -11% | -$179K | 0.5% | 26 |
|
|
2023
Q2 | $1.32M | Buy |
41,778
+4,845
| +13% | +$153K | 0.41% | 37 |
|
|
2023
Q1 | $1.04M | Buy |
36,933
+18,317
| +98% | +$516K | 0.34% | 51 |
|
|
2022
Q4 | $648K | Buy |
+18,616
| New | +$648K | 0.23% | 69 |
|