IFP Advisors’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 | $451K | Sell |
18,217
-2,425
| -12% | -$60K | 0.01% | 876 |
|
|
2025
Q1 | $618K | Buy |
20,642
+16,049
| +349% | +$481K | 0.02% | 707 |
|
|
2024
Q4 | $178K | Buy |
4,593
+6
| +0.1% | +$233 | 0.01% | 1176 |
|
|
2024
Q3 | $183K | Buy |
4,587
+3,836
| +511% | +$153K | 0.01% | 1134 |
|
|
2024
Q2 | $32.5K | Buy |
751
+660
| +725% | +$28.5K | ﹤0.01% | 1857 |
|
|
2024
Q1 | $4.54K | Sell |
91
-91
| -50% | -$4.54K | ﹤0.01% | 2482 |
|
|
2023
Q4 | $7.05K | Sell |
182
-159
| -47% | -$6.16K | ﹤0.01% | 2304 |
|
|
2023
Q3 | $13.5K | Sell |
341
-539
| -61% | -$21.4K | ﹤0.01% | 2128 |
|
|
2023
Q2 | $27.8K | Buy |
880
+747
| +562% | +$23.6K | ﹤0.01% | 1858 |
|
|
2023
Q1 | $3.09K | Sell |
133
-1,393
| -91% | -$32.3K | ﹤0.01% | 2754 |
|
|
2022
Q4 | $40K | Buy |
1,526
+922
| +153% | +$24.2K | ﹤0.01% | 2399 |
|
|
2022
Q3 | $24K | Sell |
604
-52
| -8% | -$2.07K | ﹤0.01% | 2938 |
|
|
2022
Q2 | $26K | Hold |
656
| – | – | ﹤0.01% | 2645 |
|
|
2022
Q1 | $26K | Buy |
+656
| New | +$26K | ﹤0.01% | 2645 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4412 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4198 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4087 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3907 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3767 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3593 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3522 |
|
|
2019
Q4 | – | Sell |
-76
| Closed | -$1K | – | 3504 |
|
|
2019
Q3 | $1K | Buy |
+76
| New | +$1K | ﹤0.01% | 2911 |
|
|
2019
Q1 | $5K | Buy |
282
+85
| +43% | +$1.51K | ﹤0.01% | 1876 |
|
|
2018
Q4 | $3K | Sell |
197
-4,144
| -95% | -$63.1K | ﹤0.01% | 3014 |
|
|
2018
Q3 | $137K | Buy |
4,341
+3,356
| +341% | +$106K | 0.01% | 1284 |
|
|
2018
Q2 | $25K | Sell |
985
-23
| -2% | -$584 | ﹤0.01% | 2310 |
|
|
2018
Q1 | $22K | Hold |
1,008
| – | – | ﹤0.01% | 2332 |
|
|
2017
Q4 | $22K | Sell |
1,008
-1,075
| -52% | -$23.5K | ﹤0.01% | 2329 |
|
|
2017
Q3 | $37K | Sell |
2,083
-50
| -2% | -$888 | ﹤0.01% | 2167 |
|
|
2017
Q2 | $35K | Buy |
2,133
+1
| +0% | +$16 | ﹤0.01% | 2198 |
|
|
2017
Q1 | $51K | Sell |
2,132
-285
| -12% | -$6.82K | ﹤0.01% | 1900 |
|
|
2016
Q4 | $83K | Sell |
2,417
-57
| -2% | -$1.96K | ﹤0.01% | 1558 |
|
|
2016
Q3 | $95K | Sell |
2,474
-230
| -9% | -$8.83K | ﹤0.01% | 1396 |
|
|
2016
Q2 | $73K | Buy |
2,704
+2,422
| +859% | +$65.4K | ﹤0.01% | 1530 |
|
|
2016
Q1 | $5K | Sell |
282
-720
| -72% | -$12.8K | ﹤0.01% | 1876 |
|
|
2015
Q4 | $20K | Buy |
+1,002
| New | +$20K | ﹤0.01% | 2154 |
|