Arax Advisory Partners’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 | $8.28K | Buy |
335
+162
| +94% | +$4K | ﹤0.01% | 2048 |
|
|
2025
Q1 | $5.18K | Buy |
173
+128
| +284% | +$3.83K | ﹤0.01% | 1762 |
|
|
2024
Q4 | $1.74K | Buy |
45
+19
| +73% | +$736 | ﹤0.01% | 2038 |
|
|
2024
Q3 | $1.04K | Sell |
26
-73
| -74% | -$2.92K | ﹤0.01% | 2238 |
|
|
2024
Q2 | $4.28K | Buy |
+99
| New | +$4.28K | ﹤0.01% | 1662 |
|