Ashton Thomas Private Wealth’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,186
| Closed | -$666K | – | 817 |
|
|
2024
Q4 | $666K | Buy |
+17,186
| New | +$666K | 0.03% | 472 |
|
|
2024
Q3 | – | Sell |
-3,062
| Closed | -$132K | – | 1638 |
|
|
2024
Q2 | $132K | Buy |
+3,062
| New | +$132K | 0.01% | 680 |
|
|
2023
Q4 | – | Sell |
-5,232
| Closed | -$207K | – | 607 |
|
|
2023
Q3 | $207K | Buy |
+5,232
| New | +$207K | 0.02% | 534 |
|