EverSource Wealth Advisors’s SM Energy SM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.3K | Buy |
1,428
+196
| +16% | +$4.84K | ﹤0.01% | 1853 |
|
|
2025
Q1 | $36.9K | Buy |
1,232
+43
| +4% | +$1.29K | ﹤0.01% | 1388 |
|
|
2024
Q4 | $46.1K | Sell |
1,189
-232
| -16% | -$8.99K | ﹤0.01% | 1227 |
|
|
2024
Q3 | $56.8K | Sell |
1,421
-176
| -11% | -$7.04K | ﹤0.01% | 1012 |
|
|
2024
Q2 | $73.8K | Buy |
1,597
+11
| +0.7% | +$508 | ﹤0.01% | 920 |
|
|
2024
Q1 | $76.9K | Buy |
1,586
+19
| +1% | +$921 | 0.01% | 810 |
|
|
2023
Q4 | $60.7K | Buy |
1,567
+28
| +2% | +$1.08K | 0.01% | 823 |
|
|
2023
Q3 | $61K | Buy |
1,539
+4
| +0.3% | +$159 | 0.01% | 742 |
|
|
2023
Q2 | $48.6K | Buy |
1,535
+1,176
| +328% | +$37.2K | 0.01% | 849 |
|
|
2023
Q1 | $10.1K | Buy |
359
+226
| +170% | +$6.37K | ﹤0.01% | 1349 |
|
|
2022
Q4 | $4.63K | Sell |
133
-29
| -18% | -$1.01K | ﹤0.01% | 1638 |
|
|
2022
Q3 | $6K | Sell |
162
-161
| -50% | -$5.96K | ﹤0.01% | 1318 |
|
|
2022
Q2 | $11K | Hold |
323
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q1 | $13K | Sell |
323
-38
| -11% | -$1.53K | ﹤0.01% | 888 |
|
|
2021
Q4 | $11K | Buy |
+361
| New | +$11K | ﹤0.01% | 935 |
|