Bell Investment Advisors’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 | $11.1K | Buy |
448
+258
| +136% | +$6.38K | ﹤0.01% | 634 |
|
|
2025
Q1 | $5.69K | Buy |
190
+28
| +17% | +$839 | ﹤0.01% | 856 |
|
|
2024
Q4 | $6.28K | Sell |
162
-2
| -1% | -$78 | ﹤0.01% | 815 |
|
|
2024
Q3 | $6.56K | Buy |
164
+55
| +50% | +$2.2K | ﹤0.01% | 795 |
|
|
2024
Q2 | $4.71K | Hold |
109
| – | – | ﹤0.01% | 952 |
|
|
2024
Q1 | $5.43K | Buy |
109
+14
| +15% | +$698 | ﹤0.01% | 869 |
|
|
2023
Q4 | $3.68K | Hold |
95
| – | – | ﹤0.01% | 1044 |
|
|
2023
Q3 | $3.77K | Buy |
95
+14
| +17% | +$555 | ﹤0.01% | 954 |
|
|
2023
Q2 | $2.56K | Sell |
81
-55
| -40% | -$1.74K | ﹤0.01% | 1165 |
|
|
2023
Q1 | $3.83K | Buy |
136
+84
| +162% | +$2.37K | ﹤0.01% | 910 |
|
|
2022
Q4 | $1.81K | Buy |
52
+10
| +24% | +$348 | ﹤0.01% | 1344 |
|
|
2022
Q3 | $2K | Buy |
42
+2
| +5% | +$95 | ﹤0.01% | 1210 |
|
|
2022
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1594 |
|
|
2021
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1602 |
|
|
2021
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1562 |
|