Corient Private Wealth’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 | $1.06M | Buy |
43,062
+28,158
| +189% | +$696K | ﹤0.01% | 1396 |
|
|
2025
Q1 | $446K | Sell |
14,904
-7,207
| -33% | -$216K | ﹤0.01% | 1645 |
|
|
2024
Q4 | $857K | Sell |
22,111
-3,403
| -13% | -$132K | ﹤0.01% | 1372 |
|
|
2024
Q3 | $1.02M | Sell |
25,514
-5,305
| -17% | -$212K | ﹤0.01% | 1371 |
|
|
2024
Q2 | $1.33M | Sell |
30,819
-23,300
| -43% | -$1.01M | ﹤0.01% | 1206 |
|
|
2024
Q1 | $2.7M | Sell |
54,119
-3,175
| -6% | -$158K | ﹤0.01% | 898 |
|
|
2023
Q4 | $2.22M | Sell |
57,294
-16,019
| -22% | -$620K | ﹤0.01% | 954 |
|
|
2023
Q3 | $2.91M | Buy |
73,313
+22
| +0% | +$872 | 0.01% | 784 |
|
|
2023
Q2 | $2.32M | Buy |
73,291
+245
| +0.3% | +$7.75K | 0.01% | 852 |
|
|
2023
Q1 | $2.06M | Buy |
73,046
+8,409
| +13% | +$237K | 0.01% | 832 |
|
|
2022
Q4 | $2.25M | Buy |
+64,637
| New | +$2.25M | 0.01% | 671 |
|