Carson Wealth (CWM LLC)’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
Q3 | $156K | Buy |
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|
2025
Q2 | $149K | Buy |
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|
2025
Q1 | $113K | Buy |
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|
2024
Q4 | $109K | Sell |
|
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|
2024
Q3 | $114K | Buy |
|
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|
2024
Q2 | $111K | Buy |
|
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|
2024
Q1 | $127K | Sell |
|
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|
2023
Q4 | $104K | Buy |
|
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|
2023
Q3 | $96K | Buy |
|
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|
2023
Q2 | $74K | Buy |
|
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|
2023
Q1 | $22K | Sell |
|
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|
2022
Q4 | $29K | Sell |
|
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|
2022
Q3 | $33K | Buy |
|
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $13K | Buy |
|