Jefferies Financial Group’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 | $518K | Sell |
20,966
-922
| -4% | -$22.8K | ﹤0.01% | 658 |
|
|
2025
Q1 | $656K | Buy |
+21,888
| New | +$656K | 0.01% | 771 |
|
|
2023
Q4 | – | Sell |
-22,692
| Closed | -$900K | – | 1439 |
|
|
2023
Q3 | $900K | Buy |
22,692
+10,266
| +83% | +$407K | 0.01% | 545 |
|
|
2023
Q2 | $393K | Sell |
12,426
-3,162
| -20% | -$100K | ﹤0.01% | 850 |
|
|
2023
Q1 | $439K | Buy |
+15,588
| New | +$439K | ﹤0.01% | 740 |
|