Advisory Services Network’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $374K | Buy |
+11,982
| New | +$273K | 0.01% | 1449 |
|
|
2025
Q4 | – | Sell |
-3,208
| Closed | -$80.1K | – | 3883 |
|
|
2025
Q3 | $80.1K | Buy |
+3,208
| New | +$86.5K | ﹤0.01% | 2190 |
|
|
2024
Q1 | – | Sell |
-90
| Closed | -$3.48K | – | 3331 |
|
|
2023
Q4 | $3.48K | Buy |
+90
| New | +$3.47K | ﹤0.01% | 3232 |
|
|
2023
Q1 | – | Sell |
-650
| Closed | -$22.6K | – | 4124 |
|
|
2022
Q4 | $22.6K | Buy |
+650
| New | +$27K | ﹤0.01% | 2398 |
|
|
2020
Q1 | – | Sell |
-3,149
| Closed | -$35K | – | 3258 |
|
|
2019
Q4 | $35K | Buy |
+3,149
| New | +$28.4K | ﹤0.01% | 1698 |
|
|
2018
Q4 | – | Sell |
-640
| Closed | -$20K | – | 2657 |
|
|
2018
Q3 | $20K | Sell |
640
-453
| -41% | -$13K | ﹤0.01% | 1574 |
|
|
2018
Q2 | $30K | Sell |
1,093
-100
| -8% | -$2.34K | ﹤0.01% | 1396 |
|
|
2018
Q1 | $22K | Buy |
1,193
+400
| +50% | +$8.64K | ﹤0.01% | 1624 |
|
|
2017
Q4 | $18K | Sell |
793
-2,200
| -74% | -$44.4K | ﹤0.01% | 1655 |
|
|
2017
Q3 | $53K | Sell |
2,993
-402
| -12% | -$6.28K | 0.01% | 1083 |
|
|
2017
Q2 | $56K | Buy |
3,395
+1,845
| +119% | +$36.6K | 0.01% | 1014 |
|
|
2017
Q1 | $37K | Buy |
+1,550
| New | +$42.9K | 0.01% | 1075 |
|
|
2016
Q1 | – | Sell |
-350
| Closed | -$7K | – | 1767 |
|
|
2015
Q4 | $7K | Buy |
350
+180
| +106% | +$5.49K | ﹤0.01% | 1041 |
|
|
2015
Q3 | $5K | Buy |
170
+69
| +68% | +$2.5K | ﹤0.01% | 1139 |
|
|
2015
Q2 | $5K | Buy |
+101
| New | +$5.33K | ﹤0.01% | 1089 |
|
|
2015
Q1 | – | Sell |
-62
| Closed | -$2K | – | 1341 |
|
|
2014
Q4 | $2K | Buy |
+62
| New | +$3.11K | ﹤0.01% | 1104 |
|
Other funds holding SM
VPM
AC
VCM
DSC
