Bell Investment Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1K | Buy |
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|
2025
Q1 | $5.69K | Buy |
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|
2024
Q4 | $6.28K | Sell |
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|
2024
Q3 | $6.56K | Buy |
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|
2024
Q2 | $4.71K | Hold |
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|
2024
Q1 | $5.43K | Buy |
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|
2023
Q4 | $3.68K | Hold |
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|
2023
Q3 | $3.77K | Buy |
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|
2023
Q2 | $2.56K | Sell |
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|
2023
Q1 | $3.83K | Buy |
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|
2022
Q4 | $1.81K | Buy |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $1K | Buy |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Buy |
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