Diversify Advisory Services’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 | $1.2M | Sell |
44,590
-949
| -2% | -$25.6K | 0.05% | 291 |
|
|
2025
Q1 | $1.06M | Sell |
45,539
-303,729
| -87% | -$7.06M | 0.07% | 206 |
|
|
2024
Q4 | $15.1M | Buy |
349,268
+11,191
| +3% | +$485K | 0.84% | 22 |
|
|
2024
Q3 | $14.3M | Buy |
338,077
+27,519
| +9% | +$1.16M | 0.77% | 21 |
|
|
2024
Q2 | $13.5M | Buy |
310,558
+247,331
| +391% | +$10.7M | 0.74% | 25 |
|
|
2024
Q1 | $3.2M | Buy |
+63,227
| New | +$3.2M | 0.19% | 114 |
|