CFM Wealth Partners’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,277
| Closed | -$243K | – | 143 |
|
|
2024
Q4 | $243K | Hold |
6,277
| – | – | 0.04% | 126 |
|
|
2024
Q3 | $251K | Sell |
6,277
-1,932
| -24% | -$77.2K | 0.04% | 130 |
|
|
2024
Q2 | $355K | Hold |
8,209
| – | – | 0.07% | 119 |
|
|
2024
Q1 | $409K | Hold |
8,209
| – | – | 0.08% | 115 |
|
|
2023
Q4 | $318K | Hold |
8,209
| – | – | 0.07% | 133 |
|
|
2023
Q3 | $325K | Hold |
8,209
| – | – | 0.09% | 119 |
|
|
2023
Q2 | $260K | Hold |
8,209
| – | – | 0.06% | 144 |
|
|
2023
Q1 | $231K | Sell |
8,209
-2,000
| -20% | -$56.3K | 0.06% | 141 |
|
|
2022
Q4 | $356K | Hold |
10,209
| – | – | 0.11% | 124 |
|
|
2022
Q3 | $384K | Hold |
10,209
| – | – | 0.12% | 118 |
|
|
2022
Q2 | $349K | Sell |
10,209
-996
| -9% | -$34K | 0.1% | 128 |
|
|
2022
Q1 | $436K | Sell |
11,205
-7,000
| -38% | -$272K | 0.1% | 123 |
|
|
2021
Q4 | $576K | Hold |
18,205
| – | – | 0.13% | 109 |
|
|
2021
Q3 | $480K | Hold |
18,205
| – | – | 0.12% | 113 |
|
|
2021
Q2 | $448K | Hold |
18,205
| – | – | 0.12% | 107 |
|
|
2021
Q1 | $298K | Hold |
18,205
| – | – | 0.09% | 127 |
|
|
2020
Q4 | $111K | Hold |
18,205
| – | – | 0.04% | 163 |
|
|
2020
Q3 | $29K | Hold |
18,205
| – | – | 0.01% | 149 |
|
|
2020
Q2 | $68K | Hold |
18,205
| – | – | 0.03% | 244 |
|
|
2020
Q1 | $22K | Hold |
18,205
| – | – | 0.01% | 363 |
|
|
2019
Q4 | $207K | Buy |
+18,205
| New | +$207K | 0.08% | 143 |
|