Global Wealth Strategies & Associates’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 | $19.3K | Buy |
780
+7
| +0.9% | +$173 | 0.01% | 168 |
|
|
2025
Q1 | $23.1K | Buy |
773
+4
| +0.5% | +$120 | 0.01% | 171 |
|
|
2024
Q4 | $29.8K | Buy |
769
+4
| +0.5% | +$155 | 0.01% | 134 |
|
|
2024
Q3 | $30.6K | Buy |
765
+4
| +0.5% | +$160 | 0.01% | 121 |
|
|
2024
Q2 | $32.9K | Buy |
761
+2
| +0.3% | +$87 | 0.01% | 107 |
|
|
2024
Q1 | $37.8K | Buy |
759
+4
| +0.5% | +$199 | 0.01% | 102 |
|
|
2023
Q4 | $29.2K | Buy |
755
+3
| +0.4% | +$116 | 0.01% | 103 |
|
|
2023
Q3 | $29.8K | Buy |
752
+3
| +0.4% | +$119 | 0.01% | 97 |
|
|
2023
Q2 | $23.7K | Buy |
749
+4
| +0.5% | +$126 | 0.01% | 107 |
|
|
2023
Q1 | $21K | Buy |
+745
| New | +$21K | 0.01% | 110 |
|