Allworth 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
Q2 | $6.18K | Buy |
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|
2025
Q1 | $2.46K | Sell |
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|
2024
Q4 | $8.23K | Sell |
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|
2024
Q3 | $11.2K | Buy |
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|
2024
Q2 | $9.14K | Hold |
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|
2024
Q1 | $9.77K | Sell |
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|
2023
Q4 | $9.45K | Buy |
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|
2023
Q3 | $7.42K | Sell |
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|
2023
Q2 | $6.65K | Buy |
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|
2023
Q1 | $958 | Buy |
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|
2022
Q4 | $731 | Sell |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $0 | Buy |
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