Congress Wealth Management’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 | $3.52M | Buy |
142,602
+9,820
| +7% | +$243K | 0.03% | 452 |
|
|
2025
Q1 | $3.98M | Buy |
132,782
+16,193
| +14% | +$485K | 0.05% | 365 |
|
|
2024
Q4 | $4.52M | Buy |
116,589
+5,816
| +5% | +$225K | 0.06% | 298 |
|
|
2024
Q3 | $4.43M | Buy |
110,773
+2,360
| +2% | +$94.3K | 0.06% | 309 |
|
|
2024
Q2 | $4.69M | Buy |
108,413
+3,868
| +4% | +$167K | 0.07% | 254 |
|
|
2024
Q1 | $5.21M | Buy |
104,545
+23,438
| +29% | +$1.17M | 0.09% | 224 |
|
|
2023
Q4 | $3.14M | Buy |
+81,107
| New | +$3.14M | 0.06% | 267 |
|