Colony Group’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$3.63M Sell
91,492
-2,208
-2% -$87.6K 0.05% 253
2023
Q2
$2.96M Sell
93,700
-850
-0.9% -$26.9K 0.04% 283
2023
Q1
$2.66M Buy
94,550
+25,778
+37% +$726K 0.04% 305
2022
Q4
$2.4M Buy
68,772
+1,281
+2% +$44.6K 0.03% 339
2022
Q3
$2.54M Buy
+67,491
New +$2.54M 0.04% 295