Blue Trust Inc’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 | – | Sell |
-234
| Closed | -$7.01K | – | 2592 |
|
|
2025
Q1 | $7.01K | Hold |
234
| – | – | ﹤0.01% | 2029 |
|
|
2024
Q4 | $9.07K | Sell |
234
-791
| -77% | -$30.7K | ﹤0.01% | 1971 |
|
|
2024
Q3 | $44.3K | Buy |
1,025
+996
| +3,434% | +$43.1K | ﹤0.01% | 1619 |
|
|
2024
Q2 | $1.45K | Buy |
+29
| New | +$1.45K | ﹤0.01% | 2497 |
|
|
2024
Q1 | – | Sell |
-12
| Closed | – | – | 2658 |
|
|
2023
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2681 |
|
|
2023
Q3 | – | Sell |
-24
| Closed | -$1K | – | 2267 |
|
|
2023
Q2 | $1K | Sell |
24
-68
| -74% | -$2.83K | ﹤0.01% | 1924 |
|
|
2023
Q1 | $3K | Buy |
92
+61
| +197% | +$1.99K | ﹤0.01% | 1949 |
|
|
2022
Q4 | $1K | Buy |
31
+12
| +63% | +$387 | ﹤0.01% | 2132 |
|
|
2022
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 2002 |
|