Covestor’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 | $102K | Buy |
4,137
+3,660
| +767% | +$90.2K | 0.06% | 546 |
|
|
2025
Q1 | $14K | Buy |
477
+1
| +0.2% | +$29 | 0.01% | 1320 |
|
|
2024
Q4 | $18K | Buy |
476
+2
| +0.4% | +$76 | 0.01% | 1253 |
|
|
2024
Q3 | $19K | Buy |
474
+206
| +77% | +$8.26K | 0.01% | 1238 |
|
|
2024
Q2 | $12K | Sell |
268
-142
| -35% | -$6.36K | 0.01% | 1431 |
|
|
2024
Q1 | $20K | Hold |
410
| – | – | 0.01% | 1223 |
|
|
2023
Q4 | $16K | Sell |
410
-654
| -61% | -$25.5K | 0.01% | 1282 |
|
|
2023
Q3 | $42K | Buy |
1,064
+794
| +294% | +$31.3K | 0.03% | 846 |
|
|
2023
Q2 | $9K | Sell |
270
-2
| -0.7% | -$67 | 0.01% | 1529 |
|
|
2023
Q1 | $8K | Hold |
272
| – | – | 0.01% | 1436 |
|
|
2022
Q4 | $10K | Sell |
272
-2
| -0.7% | -$74 | 0.01% | 1339 |
|
|
2022
Q3 | $10K | Sell |
274
-51
| -16% | -$1.86K | 0.01% | 1276 |
|
|
2022
Q2 | $11K | Buy |
325
+308
| +1,812% | +$10.4K | 0.01% | 1180 |
|
|
2022
Q1 | $1K | Sell |
17
-4
| -19% | -$235 | ﹤0.01% | 1932 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1933 |
|