IFP Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $552K | Buy |
17,691
+757
| +4% | +$17.3K | 0.01% | 920 |
|
|
2025
Q4 | $317K | Sell |
16,934
-197
| -1% | -$3.99K | 0.01% | 1138 |
|
|
2025
Q3 | $428K | Sell |
17,131
-1,086
| -6% | -$29.3K | 0.01% | 908 |
|
|
2025
Q2 | $451K | Sell |
18,217
-2,425
| -12% | -$58.7K | 0.01% | 876 |
|
|
2025
Q1 | $618K | Buy |
20,642
+16,049
| +349% | +$576K | 0.02% | 707 |
|
|
2024
Q4 | $178K | Buy |
4,593
+6
| +0.1% | +$253 | 0.01% | 1176 |
|
|
2024
Q3 | $183K | Buy |
4,587
+3,836
| +511% | +$166K | 0.01% | 1134 |
|
|
2024
Q2 | $32.5K | Buy |
751
+660
| +725% | +$32.4K | ﹤0.01% | 1857 |
|
|
2024
Q1 | $4.54K | Sell |
91
-91
| -50% | -$3.72K | ﹤0.01% | 2482 |
|
|
2023
Q4 | $7.05K | Sell |
182
-159
| -47% | -$6.13K | ﹤0.01% | 2304 |
|
|
2023
Q3 | $13.5K | Sell |
341
-539
| -61% | -$20.4K | ﹤0.01% | 2128 |
|
|
2023
Q2 | $27.8K | Buy |
880
+747
| +562% | +$21.1K | ﹤0.01% | 1858 |
|
|
2023
Q1 | $3.08K | Sell |
133
-1,393
| -91% | -$42.5K | ﹤0.01% | 2754 |
|
|
2022
Q4 | $40K | Buy |
1,526
+922
| +153% | +$38.3K | ﹤0.01% | 2399 |
|
|
2022
Q3 | $24K | Sell |
604
-52
| -8% | -$2.05K | ﹤0.01% | 2937 |
|
|
2022
Q2 | $26K | Hold |
656
| – | – | ﹤0.01% | 2644 |
|
|
2022
Q1 | $26K | Buy |
+656
| New | +$23.6K | ﹤0.01% | 2644 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4477 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4240 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4139 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3946 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3807 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3632 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3578 |
|
|
2019
Q4 | – | Sell |
-76
| Closed | -$685 | – | 3517 |
|
|
2019
Q3 | $1K | Buy |
+76
| New | +$775 | ﹤0.01% | 2926 |
|
|
2019
Q1 | $5K | Buy |
282
+85
| +43% | +$1.51K | ﹤0.01% | 1876 |
|
|
2018
Q4 | $3K | Sell |
197
-4,144
| -95% | -$95.8K | ﹤0.01% | 3063 |
|
|
2018
Q3 | $137K | Buy |
4,341
+3,356
| +341% | +$96.4K | 0.01% | 1290 |
|
|
2018
Q2 | $25K | Sell |
985
-23
| -2% | -$537 | ﹤0.01% | 2340 |
|
|
2018
Q1 | $22K | Hold |
1,008
| – | – | ﹤0.01% | 2332 |
|
|
2017
Q4 | $22K | Sell |
1,008
-1,075
| -52% | -$21.7K | ﹤0.01% | 2365 |
|
|
2017
Q3 | $37K | Sell |
2,083
-50
| -2% | -$782 | ﹤0.01% | 2184 |
|
|
2017
Q2 | $35K | Buy |
2,133
+1
| +0% | +$20 | ﹤0.01% | 2216 |
|
|
2017
Q1 | $51K | Sell |
2,132
-285
| -12% | -$7.89K | ﹤0.01% | 1914 |
|
|
2016
Q4 | $83K | Sell |
2,417
-57
| -2% | -$2.06K | ﹤0.01% | 1564 |
|
|
2016
Q3 | $95K | Sell |
2,474
-230
| -9% | -$7.37K | 0.01% | 1401 |
|
|
2016
Q2 | $73K | Buy |
2,704
+2,422
| +859% | +$67.9K | ﹤0.01% | 1536 |
|
|
2016
Q1 | $5K | Sell |
282
-720
| -72% | -$9.93K | ﹤0.01% | 1874 |
|
|
2015
Q4 | $20K | Buy |
+1,002
| New | +$30.5K | ﹤0.01% | 2168 |
|
Other funds holding SM
VPM
AC
VCM
DSC
