Cape Investment Advisory’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 |
-101
| Closed | -$3.03K | – | 1249 |
|
|
2025
Q1 | $3.03K | Hold |
101
| – | – | ﹤0.01% | 838 |
|
|
2024
Q4 | $3.92K | Hold |
101
| – | – | ﹤0.01% | 793 |
|
|
2024
Q3 | $4.04K | Hold |
101
| – | – | ﹤0.01% | 751 |
|
|
2024
Q2 | $4.37K | Buy |
101
+75
| +288% | +$3.24K | ﹤0.01% | 685 |
|
|
2024
Q1 | $1.3K | Sell |
26
-54
| -68% | -$2.69K | ﹤0.01% | 821 |
|
|
2023
Q4 | $3.1K | Buy |
+80
| New | +$3.1K | ﹤0.01% | 858 |
|