CIBC Private Wealth Group’s SM Energy SM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.4K | Sell |
3,900
-1,295
| -25% | -$32K | ﹤0.01% | 1402 |
|
|
2025
Q1 | $106K | Sell |
5,195
-1,628
| -24% | -$33.2K | ﹤0.01% | 1333 |
|
|
2024
Q4 | $291K | Buy |
6,823
+499
| +8% | +$21.3K | ﹤0.01% | 1020 |
|
|
2024
Q3 | $253K | Buy |
6,324
+675
| +12% | +$27K | ﹤0.01% | 1085 |
|
|
2024
Q2 | $250K | Sell |
5,649
-223
| -4% | -$9.87K | ﹤0.01% | 1014 |
|
|
2024
Q1 | $297K | Hold |
5,872
| – | – | ﹤0.01% | 973 |
|
|
2023
Q4 | $227K | Sell |
5,872
-378
| -6% | -$14.6K | ﹤0.01% | 1025 |
|
|
2023
Q3 | $248K | Buy |
+6,250
| New | +$248K | ﹤0.01% | 933 |
|
|
2022
Q3 | – | Sell |
-10,346
| Closed | -$353K | – | 1155 |
|
|
2022
Q2 | $353K | Sell |
10,346
-1,376
| -12% | -$46.9K | ﹤0.01% | 771 |
|
|
2022
Q1 | $457K | Buy |
11,722
+1,291
| +12% | +$50.3K | ﹤0.01% | 769 |
|
|
2021
Q4 | $307K | Buy |
+10,431
| New | +$307K | ﹤0.01% | 872 |
|
|
2020
Q1 | – | Sell |
-72,698
| Closed | -$818K | – | 919 |
|
|
2019
Q4 | $818K | Sell |
72,698
-10,230
| -12% | -$115K | ﹤0.01% | 611 |
|
|
2019
Q3 | $804K | Buy |
82,928
+854
| +1% | +$8.28K | ﹤0.01% | 610 |
|
|
2019
Q2 | $1.03M | Sell |
82,074
-26
| -0% | -$326 | ﹤0.01% | 572 |
|
|
2019
Q1 | $1.44M | Hold |
82,100
| – | – | 0.01% | 525 |
|
|
2018
Q4 | $1.27M | Sell |
82,100
-7,441
| -8% | -$115K | 0.01% | 525 |
|
|
2018
Q3 | $2.82M | Sell |
89,541
-515
| -0.6% | -$16.2K | 0.01% | 444 |
|
|
2018
Q2 | $2.31M | Sell |
90,056
-3,451
| -4% | -$88.7K | 0.01% | 464 |
|
|
2018
Q1 | $1.69M | Sell |
93,507
-88,099
| -49% | -$1.59M | 0.01% | 533 |
|
|
2017
Q4 | $4.01M | Buy |
181,606
+82,822
| +84% | +$1.83M | 0.02% | 375 |
|
|
2017
Q3 | $1.75M | Sell |
98,784
-775
| -0.8% | -$13.7K | 0.01% | 519 |
|
|
2017
Q2 | $1.65M | Buy |
99,559
+500
| +0.5% | +$8.26K | 0.01% | 410 |
|
|
2017
Q1 | $2.38M | Buy |
99,059
+25
| +0% | +$601 | 0.02% | 351 |
|
|
2016
Q4 | $3.42M | Sell |
99,034
-74
| -0.1% | -$2.55K | 0.02% | 314 |
|
|
2016
Q3 | $3.82M | Sell |
99,108
-6,520
| -6% | -$252K | 0.03% | 300 |
|
|
2016
Q2 | $2.85M | Sell |
105,628
-9,000
| -8% | -$243K | 0.02% | 318 |
|
|
2016
Q1 | $2.15M | Hold |
114,628
| – | – | 0.02% | 344 |
|
|
2015
Q4 | $2.25M | Sell |
114,628
-825
| -0.7% | -$16.2K | 0.02% | 345 |
|
|
2015
Q3 | $3.7M | Hold |
115,453
| – | – | 0.03% | 295 |
|
|
2015
Q2 | $5.33M | Hold |
115,453
| – | – | 0.04% | 282 |
|
|
2015
Q1 | $5.97M | Sell |
115,453
-1,640
| -1% | -$84.7K | 0.04% | 270 |
|
|
2014
Q4 | $4.52M | Sell |
117,093
-16,868
| -13% | -$651K | 0.03% | 298 |
|
|
2014
Q3 | $10.4M | Buy |
133,961
+2,321
| +2% | +$181K | 0.08% | 187 |
|
|
2014
Q2 | $11.1M | Buy |
131,640
+10,574
| +9% | +$889K | 0.09% | 177 |
|
|
2014
Q1 | $8.91M | Buy |
+121,066
| New | +$8.91M | 0.08% | 193 |
|