First National Advisers’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 | $297K | Buy |
12,026
+708
| +6% | +$17.5K | 0.04% | 196 |
|
|
2025
Q1 | $339K | Buy |
+11,318
| New | +$339K | 0.05% | 189 |
|
|
2024
Q4 | – | Sell |
-10,165
| Closed | -$406K | – | 219 |
|
|
2024
Q3 | $406K | Buy |
10,165
+2,087
| +26% | +$83.4K | 0.06% | 169 |
|
|
2024
Q2 | $349K | Buy |
8,078
+732
| +10% | +$31.6K | 0.06% | 174 |
|
|
2024
Q1 | $366K | Buy |
+7,346
| New | +$366K | 0.08% | 160 |
|