Janney Montgomery Scott’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 | $226K | Sell |
9,163
-12,095
| -57% | -$298K | ﹤0.01% | 2503 |
|
|
2025
Q1 | $637K | Buy |
21,258
+518
| +2% | +$15.5K | ﹤0.01% | 1823 |
|
|
2024
Q4 | $804K | Sell |
20,740
-1,617
| -7% | -$62.7K | ﹤0.01% | 1700 |
|
|
2024
Q3 | $894K | Buy |
22,357
+13,215
| +145% | +$528K | ﹤0.01% | 1577 |
|
|
2024
Q2 | $395K | Sell |
9,142
-292
| -3% | -$12.6K | ﹤0.01% | 2056 |
|
|
2024
Q1 | $470K | Buy |
9,434
+813
| +9% | +$40.5K | ﹤0.01% | 2047 |
|
|
2023
Q4 | $334K | Buy |
8,621
+1,768
| +26% | +$68.5K | ﹤0.01% | 2153 |
|
|
2023
Q3 | $272K | Buy |
+6,853
| New | +$272K | ﹤0.01% | 2193 |
|
|
2015
Q3 | – | Sell |
-7,380
| Closed | -$340K | – | 1459 |
|
|
2015
Q2 | $340K | Sell |
7,380
-777
| -10% | -$35.8K | 0.01% | 1417 |
|
|
2015
Q1 | $422K | Buy |
8,157
+718
| +10% | +$37.1K | 0.01% | 1496 |
|
|
2014
Q4 | $287K | Buy |
+7,439
| New | +$287K | 0.01% | 1725 |
|
|
2014
Q3 | – | Sell |
-3,422
| Closed | -$288K | – | 2321 |
|
|
2014
Q2 | $288K | Buy |
+3,422
| New | +$288K | 0.01% | 1648 |
|