Advisornet Financial’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 | $1.43K | Hold |
58
| – | – | ﹤0.01% | 1866 |
|
|
2025
Q1 | $1.74K | Hold |
58
| – | – | ﹤0.01% | 1783 |
|
|
2024
Q4 | $2.25K | Sell |
58
-25
| -30% | -$969 | ﹤0.01% | 1583 |
|
|
2024
Q3 | $3.32K | Buy |
83
+25
| +43% | +$999 | ﹤0.01% | 1650 |
|
|
2024
Q2 | $2.51K | Hold |
58
| – | – | ﹤0.01% | 1574 |
|
|
2024
Q1 | $2.89K | Sell |
58
-35
| -38% | -$1.75K | ﹤0.01% | 1545 |
|
|
2023
Q4 | $3.6K | Buy |
93
+6
| +7% | +$232 | ﹤0.01% | 1559 |
|
|
2023
Q3 | $3.45K | Buy |
87
+8
| +10% | +$317 | ﹤0.01% | 1511 |
|
|
2023
Q2 | $2.5K | Sell |
79
-2
| -2% | -$63 | ﹤0.01% | 1662 |
|
|
2023
Q1 | $2.28K | Buy |
81
+23
| +40% | +$648 | ﹤0.01% | 1671 |
|
|
2022
Q4 | $2.02K | Hold |
58
| – | – | ﹤0.01% | 1667 |
|
|
2022
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 1683 |
|
|
2022
Q2 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 1720 |
|
|
2020
Q1 | – | Sell |
-21,280
| Closed | -$239K | – | 1915 |
|
|
2019
Q4 | $239K | Hold |
21,280
| – | – | 0.02% | 469 |
|
|
2019
Q3 | $206K | Hold |
21,280
| – | – | 0.02% | 500 |
|
|
2019
Q2 | $266K | Hold |
21,280
| – | – | 0.03% | 402 |
|
|
2019
Q1 | $372K | Buy |
+21,280
| New | +$372K | 0.05% | 328 |
|