Jones Financial Companies’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 | $7.23K | Buy |
288
+70
| +32% | +$1.76K | ﹤0.01% | 2995 |
|
|
2025
Q1 | $6.41K | Buy |
218
+168
| +336% | +$4.94K | ﹤0.01% | 2868 |
|
|
2024
Q4 | $1.94K | Sell |
50
-9
| -15% | -$349 | ﹤0.01% | 3003 |
|
|
2024
Q3 | $2.35K | Buy |
59
+9
| +18% | +$358 | ﹤0.01% | 2639 |
|
|
2024
Q2 | $2.16K | Buy |
+50
| New | +$2.16K | ﹤0.01% | 2140 |
|