Farmers & Merchants Investments Inc’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 | $1.85K | Sell |
75
-5
| -6% | -$124 | ﹤0.01% | 1255 |
|
|
2025
Q1 | $2.4K | Hold |
80
| – | – | ﹤0.01% | 1165 |
|
|
2024
Q4 | $3.1K | Hold |
80
| – | – | ﹤0.01% | 947 |
|
|
2024
Q3 | $3.2K | Hold |
80
| – | – | ﹤0.01% | 948 |
|
|
2024
Q2 | $3.46K | Hold |
80
| – | – | ﹤0.01% | 888 |
|
|
2024
Q1 | $3.99K | Sell |
80
-7
| -8% | -$349 | ﹤0.01% | 813 |
|
|
2023
Q4 | $3.37K | Sell |
87
-4
| -4% | -$155 | ﹤0.01% | 846 |
|
|
2023
Q3 | $3.61K | Buy |
91
+3
| +3% | +$119 | ﹤0.01% | 804 |
|
|
2023
Q2 | $2.78K | Hold |
88
| – | – | ﹤0.01% | 930 |
|
|
2023
Q1 | $2.48K | Hold |
88
| – | – | ﹤0.01% | 942 |
|
|
2022
Q4 | $3.07K | Buy |
88
+7
| +9% | +$244 | ﹤0.01% | 891 |
|
|
2022
Q3 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 895 |
|