JFS Wealth 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 | $75 | Sell |
3
-50
| -94% | -$1.25K | ﹤0.01% | 1821 |
|
|
2025
Q1 | $1.59K | Sell |
53
-47
| -47% | -$1.41K | ﹤0.01% | 1543 |
|
|
2024
Q4 | $3.88K | Buy |
100
+18
| +22% | +$698 | ﹤0.01% | 1221 |
|
|
2024
Q3 | $3.28K | Sell |
82
-5
| -6% | -$200 | ﹤0.01% | 1279 |
|
|
2024
Q2 | $3.76K | Buy |
87
+8
| +10% | +$346 | ﹤0.01% | 1180 |
|
|
2024
Q1 | $3.94K | Hold |
79
| – | – | ﹤0.01% | 1187 |
|
|
2023
Q4 | $3.06K | Sell |
79
-6
| -7% | -$232 | ﹤0.01% | 1250 |
|
|
2023
Q3 | $3.37K | Buy |
85
+44
| +107% | +$1.75K | ﹤0.01% | 1156 |
|
|
2023
Q2 | $1.3K | Buy |
41
+25
| +156% | +$791 | ﹤0.01% | 1525 |
|
|
2023
Q1 | $451 | Sell |
16
-52
| -76% | -$1.47K | ﹤0.01% | 1734 |
|
|
2022
Q4 | $2.37K | Buy |
68
+3
| +5% | +$104 | ﹤0.01% | 1308 |
|
|
2022
Q3 | $2K | Sell |
65
-12
| -16% | -$369 | ﹤0.01% | 1392 |
|
|
2022
Q2 | $3K | Buy |
77
+41
| +114% | +$1.6K | ﹤0.01% | 1236 |
|
|
2022
Q1 | $1K | Buy |
36
+25
| +227% | +$694 | ﹤0.01% | 1730 |
|
|
2021
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1873 |
|