Farther Finance Advisors’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 | $24.5K | Buy |
990
+80
| +9% | +$1.98K | ﹤0.01% | 2545 |
|
|
2025
Q1 | $27.1K | Sell |
910
-621
| -41% | -$18.5K | ﹤0.01% | 2221 |
|
|
2024
Q4 | $59.3K | Buy |
1,531
+1
| +0.1% | +$39 | ﹤0.01% | 1571 |
|
|
2024
Q3 | $61.2K | Sell |
1,530
-28
| -2% | -$1.12K | ﹤0.01% | 1535 |
|
|
2024
Q2 | $68K | Buy |
1,558
+1,314
| +539% | +$57.4K | ﹤0.01% | 1283 |
|
|
2024
Q1 | $12.3K | Sell |
244
-9
| -4% | -$455 | ﹤0.01% | 1677 |
|
|
2023
Q4 | $9.8K | Buy |
253
+220
| +667% | +$8.52K | ﹤0.01% | 1617 |
|
|
2023
Q3 | $1.31K | Buy |
33
+17
| +106% | +$674 | ﹤0.01% | 2000 |
|
|
2023
Q2 | $506 | Buy |
16
+11
| +220% | +$348 | ﹤0.01% | 2152 |
|
|
2023
Q1 | $141 | Buy |
+5
| New | +$141 | ﹤0.01% | 2258 |
|