Advisornet Financial’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.45K | Hold |
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|
2025
Q2 | $1.43K | Hold |
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|
2025
Q1 | $1.74K | Hold |
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|
2024
Q4 | $2.25K | Sell |
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|
2024
Q3 | $3.32K | Buy |
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|
2024
Q2 | $2.51K | Hold |
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|
2024
Q1 | $2.89K | Sell |
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|
2023
Q4 | $3.6K | Buy |
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|
2023
Q3 | $3.45K | Buy |
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|
2023
Q2 | $2.5K | Sell |
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|
2023
Q1 | $2.28K | Buy |
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|
2022
Q4 | $2.02K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $239K | Hold |
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|
2019
Q3 | $206K | Hold |
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|
2019
Q2 | $266K | Hold |
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|
2019
Q1 | $372K | Buy |
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