Cetera Investment Advisers’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 | $411K | Sell |
16,626
-56
| -0.3% | -$1.38K | ﹤0.01% | 3121 |
|
|
2025
Q1 | $500K | Sell |
16,682
-13,133
| -44% | -$393K | ﹤0.01% | 2843 |
|
|
2024
Q4 | $1.16M | Buy |
29,815
+2,394
| +9% | +$92.8K | ﹤0.01% | 2067 |
|
|
2024
Q3 | $1.1M | Buy |
27,421
+3,389
| +14% | +$135K | ﹤0.01% | 2059 |
|
|
2024
Q2 | $1.04M | Buy |
24,032
+1,718
| +8% | +$74.3K | ﹤0.01% | 2054 |
|
|
2024
Q1 | $1.11M | Buy |
+22,314
| New | +$1.11M | ﹤0.01% | 1989 |
|
|
2022
Q2 | – | Sell |
-7,739
| Closed | -$301K | – | 1926 |
|
|
2022
Q1 | $301K | Buy |
7,739
+33
| +0.4% | +$1.28K | ﹤0.01% | 1475 |
|
|
2021
Q4 | $227K | Buy |
7,706
+6
| +0.1% | +$177 | ﹤0.01% | 1650 |
|
|
2021
Q3 | $203K | Buy |
+7,700
| New | +$203K | ﹤0.01% | 1668 |
|