Inspire 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 | $552K | Buy |
22,329
+4,621
| +26% | +$114K | 0.06% | 271 |
|
|
2025
Q1 | $530K | Buy |
17,708
+2,133
| +14% | +$63.9K | 0.06% | 247 |
|
|
2024
Q4 | $604K | Buy |
15,575
+10,389
| +200% | +$403K | 0.07% | 204 |
|
|
2024
Q3 | $207K | Buy |
+5,186
| New | +$207K | 0.03% | 379 |
|
|
2024
Q2 | – | Sell |
-4,872
| Closed | -$243K | – | 458 |
|
|
2024
Q1 | $243K | Buy |
+4,872
| New | +$243K | 0.03% | 282 |
|