Fortitude Family Office’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 | $8.08K | Buy |
327
+29
| +10% | +$717 | ﹤0.01% | 632 |
|
|
2025
Q1 | $8.93K | Hold |
298
| – | – | ﹤0.01% | 569 |
|
|
2024
Q4 | $11.6K | Sell |
298
-45
| -13% | -$1.74K | ﹤0.01% | 586 |
|
|
2024
Q3 | $13.7K | Buy |
343
+50
| +17% | +$2K | 0.01% | 501 |
|
|
2024
Q2 | $12.7K | Hold |
293
| – | – | 0.01% | 374 |
|
|
2024
Q1 | $14.6K | Sell |
293
-124
| -30% | -$6.18K | 0.01% | 330 |
|
|
2023
Q4 | $16.1K | Buy |
+417
| New | +$16.1K | 0.01% | 337 |
|