Corient Private Wealth’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $481K | Sell |
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|
2025
Q2 | $523K | Buy |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $857K | Sell |
|
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|
2024
Q3 | $1.02M | Sell |
|
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $2.7M | Sell |
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|
2023
Q4 | $2.22M | Sell |
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|
2023
Q3 | $2.91M | Buy |
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|
2023
Q2 | $2.32M | Buy |
|
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $2.25M | Buy |
|