Kestra Advisory Services’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 | $268K | Sell |
10,829
-157
| -1% | -$3.88K | ﹤0.01% | 2434 |
|
|
2025
Q1 | $329K | Buy |
10,986
+39
| +0.4% | +$1.17K | ﹤0.01% | 2111 |
|
|
2024
Q4 | $424K | Sell |
10,947
-214
| -2% | -$8.3K | ﹤0.01% | 1975 |
|
|
2024
Q3 | $446K | Buy |
11,161
+100
| +0.9% | +$4K | ﹤0.01% | 1831 |
|
|
2024
Q2 | $478K | Sell |
11,061
-216
| -2% | -$9.34K | ﹤0.01% | 1796 |
|
|
2024
Q1 | $562K | Sell |
11,277
-257
| -2% | -$12.8K | ﹤0.01% | 1591 |
|
|
2023
Q4 | $447K | Buy |
11,534
+618
| +6% | +$23.9K | ﹤0.01% | 1594 |
|
|
2023
Q3 | $433K | Buy |
10,916
+109
| +1% | +$4.32K | ﹤0.01% | 1448 |
|
|
2023
Q2 | $342K | Buy |
10,807
+847
| +9% | +$26.8K | ﹤0.01% | 1530 |
|
|
2023
Q1 | $280K | Sell |
9,960
-858
| -8% | -$24.2K | ﹤0.01% | 1609 |
|
|
2022
Q4 | $377K | Buy |
10,818
+816
| +8% | +$28.4K | ﹤0.01% | 1573 |
|
|
2022
Q3 | $376K | Sell |
10,002
-296
| -3% | -$11.1K | ﹤0.01% | 1469 |
|
|
2022
Q2 | $352K | Buy |
10,298
+612
| +6% | +$20.9K | ﹤0.01% | 1528 |
|
|
2022
Q1 | $377K | Sell |
9,686
-12
| -0.1% | -$467 | ﹤0.01% | 1460 |
|
|
2021
Q4 | $286K | Buy |
+9,698
| New | +$286K | ﹤0.01% | 1630 |
|