Kestra Advisory Services’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $446K | Buy |
|
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|
2024
Q2 | $478K | Sell |
|
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|
2024
Q1 | $562K | Sell |
|
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $342K | Buy |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $376K | Sell |
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|
2022
Q2 | $352K | Buy |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $286K | Buy |
|