Farther Finance 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
Q3 | $31.5K | Buy |
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|
2025
Q2 | $24.5K | Buy |
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|
2025
Q1 | $27.1K | Sell |
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|
2024
Q4 | $59.3K | Buy |
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|
2024
Q3 | $61.2K | Sell |
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|
2024
Q2 | $68K | Buy |
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|
2024
Q1 | $12.3K | Sell |
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|
2023
Q4 | $9.8K | Buy |
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|
2023
Q3 | $1.31K | Buy |
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|
2023
Q2 | $506 | Buy |
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|
2023
Q1 | $141 | Buy |
|