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 |
|