Global Retirement Partners’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 | $3.81K | Buy |
+154
| New | +$3.81K | ﹤0.01% | 3005 |
|
|
2024
Q4 | $84.5K | Buy |
2,179
+736
| +51% | +$28.5K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $57.7K | Buy |
1,443
+310
| +27% | +$12.4K | ﹤0.01% | 1495 |
|
|
2024
Q2 | $49K | Buy |
1,133
+444
| +64% | +$19.2K | ﹤0.01% | 1545 |
|
|
2024
Q1 | $34.3K | Buy |
689
+599
| +666% | +$29.9K | ﹤0.01% | 1575 |
|
|
2023
Q4 | $3.2K | Buy |
90
+46
| +105% | +$1.64K | ﹤0.01% | 2490 |
|
|
2023
Q3 | $1.6K | Buy |
44
+8
| +22% | +$291 | ﹤0.01% | 2616 |
|
|
2023
Q2 | $1.14K | Sell |
36
-90
| -71% | -$2.85K | ﹤0.01% | 2738 |
|
|
2023
Q1 | $3.24K | Sell |
126
-440
| -78% | -$11.3K | ﹤0.01% | 2324 |
|
|
2022
Q4 | $19.7K | Sell |
566
-17
| -3% | -$592 | ﹤0.01% | 1486 |
|
|
2022
Q3 | $26K | Buy |
583
+508
| +677% | +$22.7K | ﹤0.01% | 1277 |
|
|
2022
Q2 | $3K | Buy |
75
+30
| +67% | +$1.2K | ﹤0.01% | 2104 |
|
|
2022
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 2244 |
|
|
2017
Q2 | – | Sell |
-45
| Closed | -$1K | – | 1170 |
|
|
2017
Q1 | $1K | Sell |
45
-100
| -69% | -$2.22K | ﹤0.01% | 1072 |
|
|
2016
Q4 | $5K | Buy |
+145
| New | +$5K | ﹤0.01% | 858 |
|