Allworth 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 | $6.18K | Buy |
250
+144
| +136% | +$3.56K | ﹤0.01% | 3142 |
|
|
2025
Q1 | $2.46K | Sell |
106
-91
| -46% | -$2.11K | ﹤0.01% | 3116 |
|
|
2024
Q4 | $8.23K | Sell |
197
-82
| -29% | -$3.43K | ﹤0.01% | 2520 |
|
|
2024
Q3 | $11.2K | Buy |
279
+83
| +42% | +$3.32K | ﹤0.01% | 2209 |
|
|
2024
Q2 | $9.14K | Hold |
196
| – | – | ﹤0.01% | 2257 |
|
|
2024
Q1 | $9.77K | Sell |
196
-48
| -20% | -$2.39K | ﹤0.01% | 2126 |
|
|
2023
Q4 | $9.45K | Buy |
244
+57
| +30% | +$2.21K | ﹤0.01% | 2001 |
|
|
2023
Q3 | $7.42K | Sell |
187
-23
| -11% | -$912 | ﹤0.01% | 1954 |
|
|
2023
Q2 | $6.65K | Buy |
210
+176
| +518% | +$5.57K | ﹤0.01% | 1994 |
|
|
2023
Q1 | $958 | Buy |
34
+13
| +62% | +$366 | ﹤0.01% | 2685 |
|
|
2022
Q4 | $731 | Sell |
21
-9
| -30% | -$313 | ﹤0.01% | 2549 |
|
|
2022
Q3 | $1K | Buy |
30
+27
| +900% | +$900 | ﹤0.01% | 2496 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2772 |
|