EverSource Wealth Advisors’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
Q2 | $35.3K | Buy |
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|
2025
Q1 | $36.9K | Buy |
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|
2024
Q4 | $46.1K | Sell |
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|
2024
Q3 | $56.8K | Sell |
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|
2024
Q2 | $73.8K | Buy |
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|
2024
Q1 | $76.9K | Buy |
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|
2023
Q4 | $60.7K | Buy |
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|
2023
Q3 | $61K | Buy |
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|
2023
Q2 | $48.6K | Buy |
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|
2023
Q1 | $10.1K | Buy |
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|
2022
Q4 | $4.63K | Sell |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $13K | Sell |
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|
2021
Q4 | $11K | Buy |
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