Global Retirement Partners’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 | $21.2K | Buy |
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|
2025
Q2 | $3.81K | Buy |
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|
2024
Q4 | $84.5K | Buy |
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|
2024
Q3 | $57.7K | Buy |
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|
2024
Q2 | $49K | Buy |
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|
2024
Q1 | $34.3K | Buy |
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|
2023
Q4 | $3.2K | Buy |
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|
2023
Q3 | $1.6K | Buy |
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|
2023
Q2 | $1.14K | Sell |
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|
2023
Q1 | $3.24K | Sell |
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|
2022
Q4 | $19.7K | Sell |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $2K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Sell |
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|
2016
Q4 | $5K | Buy |
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