Envestnet Portfolio 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 |
-12,214
| Closed | -$473K | – | 1751 |
|
|
2024
Q4 | $473K | Buy |
12,214
+677
| +6% | +$26.2K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $461K | Buy |
11,537
+492
| +4% | +$19.7K | ﹤0.01% | 1248 |
|
|
2024
Q2 | $477K | Buy |
11,045
+300
| +3% | +$13K | ﹤0.01% | 1164 |
|
|
2024
Q1 | $536K | Sell |
10,745
-162
| -1% | -$8.08K | ﹤0.01% | 1096 |
|
|
2023
Q4 | $422K | Buy |
10,907
+2,565
| +31% | +$99.3K | ﹤0.01% | 1120 |
|
|
2023
Q3 | $331K | Buy |
+8,342
| New | +$331K | ﹤0.01% | 1178 |
|