Addison Advisors’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 | $1.24K | Sell |
50
-291
| -85% | -$7.19K | ﹤0.01% | 808 |
|
|
2025
Q1 | $10.2K | Buy |
341
+150
| +79% | +$4.49K | ﹤0.01% | 579 |
|
|
2024
Q4 | $7.4K | Sell |
191
-234
| -55% | -$9.07K | ﹤0.01% | 628 |
|
|
2024
Q3 | $17K | Buy |
425
+317
| +294% | +$12.7K | ﹤0.01% | 528 |
|
|
2024
Q2 | $4.67K | Buy |
+108
| New | +$4.67K | ﹤0.01% | 644 |
|