First Horizon 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 | $30.2K | Sell |
1,223
-31
| -2% | -$766 | ﹤0.01% | 1257 |
|
|
2025
Q1 | $37.6K | Hold |
1,254
| – | – | ﹤0.01% | 1057 |
|
|
2024
Q4 | $48.6K | Sell |
1,254
-392
| -24% | -$15.2K | ﹤0.01% | 956 |
|
|
2024
Q3 | $65.8K | Sell |
1,646
-16
| -1% | -$640 | ﹤0.01% | 867 |
|
|
2024
Q2 | $71.8K | Buy |
1,662
+193
| +13% | +$8.34K | ﹤0.01% | 776 |
|
|
2024
Q1 | $73.2K | Hold |
1,469
| – | – | ﹤0.01% | 787 |
|
|
2023
Q4 | $56.9K | Buy |
1,469
+353
| +32% | +$13.7K | ﹤0.01% | 870 |
|
|
2023
Q3 | $44.2K | Buy |
1,116
+155
| +16% | +$6.15K | ﹤0.01% | 904 |
|
|
2023
Q2 | $30.4K | Buy |
961
+75
| +8% | +$2.37K | ﹤0.01% | 1099 |
|
|
2023
Q1 | $25K | Buy |
+886
| New | +$25K | ﹤0.01% | 1179 |
|
|
2016
Q1 | – | Sell |
-462
| Closed | -$9K | – | 1396 |
|
|
2015
Q4 | $9K | Buy |
462
+6
| +1% | +$117 | ﹤0.01% | 947 |
|
|
2015
Q3 | $15K | Buy |
456
+1
| +0.2% | +$33 | ﹤0.01% | 886 |
|
|
2015
Q2 | $21K | Sell |
455
-121
| -21% | -$5.59K | ﹤0.01% | 825 |
|
|
2015
Q1 | $29K | Buy |
576
+145
| +34% | +$7.3K | ﹤0.01% | 725 |
|
|
2014
Q4 | $16K | Sell |
431
-99
| -19% | -$3.68K | ﹤0.01% | 900 |
|
|
2014
Q3 | $41K | Buy |
530
+79
| +18% | +$6.11K | 0.01% | 581 |
|
|
2014
Q2 | $37K | Sell |
451
-119
| -21% | -$9.76K | 0.01% | 640 |
|
|
2014
Q1 | $40K | Buy |
570
+178
| +45% | +$12.5K | 0.01% | 572 |
|
|
2013
Q4 | $31K | Sell |
392
-136
| -26% | -$10.8K | ﹤0.01% | 603 |
|
|
2013
Q3 | $41K | Buy |
528
+22
| +4% | +$1.71K | 0.01% | 476 |
|
|
2013
Q2 | $30K | Buy |
+506
| New | +$30K | 0.02% | 280 |
|