Allied Investment Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $377K | Sell |
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|
2022
Q1 | $462K | Sell |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $314K | Sell |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $196K | Hold |
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|
2020
Q4 | $73K | Hold |
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|
2020
Q3 | $19K | Hold |
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|
2020
Q2 | $45K | Hold |
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|
2020
Q1 | $15K | Sell |
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|
2019
Q4 | $139K | Hold |
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|
2019
Q3 | $120K | Hold |
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|
2019
Q2 | $155K | Hold |
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|
2019
Q1 | $217K | Hold |
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|
2018
Q4 | $192K | Hold |
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|
2018
Q3 | $391K | Hold |
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|
2018
Q2 | $318K | Hold |
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|
2018
Q1 | $223K | Buy |
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