Janney Montgomery Scott’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $246K | Buy |
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|
2025
Q2 | $226K | Sell |
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|
2025
Q1 | $637K | Buy |
|
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|
2024
Q4 | $804K | Sell |
|
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|
2024
Q3 | $894K | Buy |
|
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $470K | Buy |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $272K | Buy |
|
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $340K | Sell |
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|
2015
Q1 | $422K | Buy |
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|
2014
Q4 | $287K | Buy |
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|
2014
Q3 | – | Sell |
|
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|
2014
Q2 | $288K | Buy |
|