Atria Investments’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 | $382K | Buy |
15,472
+754
| +5% | +$18.6K | ﹤0.01% | 1574 |
|
|
2025
Q1 | $441K | Buy |
14,718
+1,149
| +8% | +$34.4K | 0.01% | 1420 |
|
|
2024
Q4 | $526K | Sell |
13,569
-9,347
| -41% | -$362K | 0.01% | 1299 |
|
|
2024
Q3 | $916K | Buy |
22,916
+961
| +4% | +$38.4K | 0.01% | 1015 |
|
|
2024
Q2 | $949K | Sell |
21,955
-27
| -0.1% | -$1.17K | 0.01% | 961 |
|
|
2024
Q1 | $1.1M | Buy |
+21,982
| New | +$1.1M | 0.02% | 914 |
|
|
2014
Q3 | – | Sell |
-30,225
| Closed | -$2.54M | – | 479 |
|
|
2014
Q2 | $2.54M | Buy |
+30,225
| New | +$2.54M | 0.25% | 73 |
|