Bartlett & Co Wealth Management’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 | $34.6K | Hold |
1,400
| – | – | ﹤0.01% | 719 |
|
|
2025
Q1 | $41.9K | Hold |
1,400
| – | – | ﹤0.01% | 685 |
|
|
2024
Q4 | $54.3K | Hold |
1,400
| – | – | ﹤0.01% | 632 |
|
|
2024
Q3 | $56K | Hold |
1,400
| – | – | ﹤0.01% | 638 |
|
|
2024
Q2 | $60.5K | Hold |
1,400
| – | – | ﹤0.01% | 625 |
|
|
2024
Q1 | $69.8K | Hold |
1,400
| – | – | ﹤0.01% | 608 |
|
|
2023
Q4 | $54.7K | Hold |
1,400
| – | – | ﹤0.01% | 686 |
|
|
2023
Q3 | $55.5K | Hold |
1,400
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $44.3K | Hold |
1,400
| – | – | ﹤0.01% | 691 |
|
|
2023
Q1 | $39.4K | Hold |
1,400
| – | – | ﹤0.01% | 604 |
|
|
2022
Q4 | $48.8K | Hold |
1,400
| – | – | ﹤0.01% | 585 |
|
|
2022
Q3 | $52.7K | Hold |
1,400
| – | – | ﹤0.01% | 555 |
|
|
2022
Q2 | $47.9K | Hold |
1,400
| – | – | ﹤0.01% | 576 |
|
|
2022
Q1 | $54.5K | Buy |
+1,400
| New | +$54.5K | ﹤0.01% | 573 |
|
|
2021
Q4 | – | Sell |
-1,400
| Closed | -$36.9K | – | 801 |
|
|
2021
Q3 | $36.9K | Hold |
1,400
| – | – | ﹤0.01% | 550 |
|
|
2021
Q2 | $34.5K | Hold |
1,400
| – | – | ﹤0.01% | 558 |
|
|
2021
Q1 | $22.9K | Hold |
1,400
| – | – | ﹤0.01% | 647 |
|
|
2020
Q4 | $8.57K | Hold |
1,400
| – | – | ﹤0.01% | 747 |
|
|
2020
Q3 | $2.23K | Hold |
1,400
| – | – | ﹤0.01% | 786 |
|
|
2020
Q2 | $5.25K | Sell |
1,400
-2,300
| -62% | -$8.63K | ﹤0.01% | 735 |
|
|
2020
Q1 | $4.51K | Sell |
3,700
-3,060
| -45% | -$3.73K | ﹤0.01% | 731 |
|
|
2019
Q4 | $76K | Hold |
6,760
| – | – | ﹤0.01% | 450 |
|
|
2019
Q3 | $65.5K | Hold |
6,760
| – | – | ﹤0.01% | 472 |
|
|
2019
Q2 | $84.6K | Hold |
6,760
| – | – | ﹤0.01% | 347 |
|
|
2019
Q1 | $118K | Hold |
6,760
| – | – | ﹤0.01% | 296 |
|
|
2018
Q4 | $105K | Hold |
6,760
| – | – | ﹤0.01% | 306 |
|
|
2018
Q3 | $213K | Hold |
6,760
| – | – | 0.01% | 254 |
|
|
2018
Q2 | $174K | Hold |
6,760
| – | – | 0.01% | 263 |
|
|
2018
Q1 | $122K | Buy |
+6,760
| New | +$122K | 0.01% | 301 |
|