Capital Advisors Ltd’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 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1263 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | – | – | 1564 |
|
|
2024
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1563 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | – | – | 1527 |
|
|
2022
Q4 | $0 | Sell |
2
-3
| -60% | – | ﹤0.01% | 1604 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1493 |
|