Carson Wealth (CWM LLC)’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 | $149K | Buy |
6,028
+2,268
| +60% | +$56.1K | ﹤0.01% | 2414 |
|
|
2025
Q1 | $113K | Buy |
3,760
+955
| +34% | +$28.7K | ﹤0.01% | 2340 |
|
|
2024
Q4 | $109K | Sell |
2,805
-48
| -2% | -$1.87K | ﹤0.01% | 2228 |
|
|
2024
Q3 | $114K | Buy |
2,853
+293
| +11% | +$11.7K | ﹤0.01% | 2121 |
|
|
2024
Q2 | $111K | Buy |
2,560
+16
| +0.6% | +$694 | ﹤0.01% | 1902 |
|
|
2024
Q1 | $127K | Sell |
2,544
-139
| -5% | -$6.94K | ﹤0.01% | 1745 |
|
|
2023
Q4 | $104K | Buy |
2,683
+272
| +11% | +$10.5K | ﹤0.01% | 1744 |
|
|
2023
Q3 | $96K | Buy |
2,411
+67
| +3% | +$2.67K | ﹤0.01% | 1653 |
|
|
2023
Q2 | $74K | Buy |
2,344
+1,575
| +205% | +$49.7K | ﹤0.01% | 1735 |
|
|
2023
Q1 | $22K | Sell |
769
-57
| -7% | -$1.63K | ﹤0.01% | 2442 |
|
|
2022
Q4 | $29K | Sell |
826
-41
| -5% | -$1.44K | ﹤0.01% | 2113 |
|
|
2022
Q3 | $33K | Buy |
867
+432
| +99% | +$16.4K | ﹤0.01% | 1892 |
|
|
2022
Q2 | $15K | Sell |
435
-12
| -3% | -$414 | ﹤0.01% | 2326 |
|
|
2022
Q1 | $17K | Buy |
447
+7
| +2% | +$266 | ﹤0.01% | 2188 |
|
|
2021
Q4 | $13K | Buy |
+440
| New | +$13K | ﹤0.01% | 2214 |
|