Cetera Trust Company’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 | $100K | Buy |
4,060
+1,295
| +47% | +$32K | 0.06% | 203 |
|
|
2025
Q1 | $82.8K | Buy |
2,765
+325
| +13% | +$9.73K | 0.05% | 205 |
|
|
2024
Q4 | $94.6K | Sell |
2,440
-600
| -20% | -$23.3K | 0.06% | 198 |
|
|
2024
Q3 | $122K | Buy |
3,040
+745
| +32% | +$29.8K | 0.07% | 197 |
|
|
2024
Q2 | $99.2K | Buy |
+2,295
| New | +$99.2K | 0.06% | 205 |
|