Coppell Advisory Solutions’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 |
-608
| Closed | -$23.4K | – | 1607 |
|
|
2024
Q4 | $23.4K | Hold |
608
| – | – | ﹤0.01% | 818 |
|
|
2024
Q3 | $24.2K | Hold |
608
| – | – | ﹤0.01% | 783 |
|
|
2024
Q2 | $26.3K | Buy |
+608
| New | +$26.3K | ﹤0.01% | 680 |
|
|
2023
Q4 | $24.2K | Buy |
626
+496
| +382% | +$19.2K | ﹤0.01% | 676 |
|
|
2023
Q3 | $4.53K | Buy |
130
+43
| +49% | +$1.5K | ﹤0.01% | 729 |
|
|
2023
Q2 | $2.72K | Buy |
+87
| New | +$2.72K | ﹤0.01% | 969 |
|
|
2023
Q1 | – | Sell |
-130
| Closed | -$4.53K | – | 931 |
|
|
2022
Q4 | $4.53K | Buy |
+130
| New | +$4.53K | ﹤0.01% | 732 |
|