Ladenburg Thalmann Financial Services’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $0 | Hold |
41
| – | – | ﹤0.01% | 5483 |
|
|
2019
Q3 | $0 | Sell |
41
-1,392
| -97% | – | ﹤0.01% | 5430 |
|
|
2019
Q2 | $26K | Sell |
1,433
-52
| -4% | -$943 | ﹤0.01% | 3892 |
|
|
2019
Q1 | $26K | Buy |
1,485
+1,394
| +1,532% | +$24.4K | ﹤0.01% | 3840 |
|
|
2018
Q4 | $2K | Buy |
91
+52
| +133% | +$1.14K | ﹤0.01% | 4928 |
|
|
2018
Q3 | $1K | Sell |
39
-1,916
| -98% | -$49.1K | ﹤0.01% | 5026 |
|
|
2018
Q2 | $36K | Hold |
1,955
| – | – | ﹤0.01% | 3485 |
|
|
2018
Q1 | $36K | Sell |
1,955
-461
| -19% | -$8.49K | ﹤0.01% | 3485 |
|
|
2017
Q4 | $53K | Buy |
2,416
+26
| +1% | +$570 | ﹤0.01% | 3178 |
|
|
2017
Q3 | $43K | Buy |
2,390
+1,000
| +72% | +$18K | ﹤0.01% | 3194 |
|
|
2017
Q2 | $23K | Buy |
1,390
+3
| +0.2% | +$50 | ﹤0.01% | 3528 |
|
|
2017
Q1 | $33K | Buy |
1,387
+1,335
| +2,567% | +$31.8K | ﹤0.01% | 3223 |
|
|
2016
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 4552 |
|
|
2016
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 4499 |
|
|
2016
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 4606 |
|
|
2016
Q1 | $1K | Sell |
52
-41
| -44% | -$788 | ﹤0.01% | 4555 |
|
|
2015
Q4 | $2K | Buy |
93
+24
| +35% | +$516 | ﹤0.01% | 4379 |
|
|
2015
Q3 | $2K | Buy |
69
+22
| +47% | +$638 | ﹤0.01% | 4283 |
|
|
2015
Q2 | $2K | Sell |
47
-37
| -44% | -$1.57K | ﹤0.01% | 4372 |
|
|
2015
Q1 | $4K | Sell |
84
-161
| -66% | -$7.67K | ﹤0.01% | 4079 |
|
|
2014
Q4 | $10K | Sell |
245
-154
| -39% | -$6.29K | ﹤0.01% | 3429 |
|
|
2014
Q3 | $31K | Sell |
399
-472
| -54% | -$36.7K | ﹤0.01% | 2332 |
|
|
2014
Q2 | $73K | Buy |
871
+67
| +8% | +$5.62K | ﹤0.01% | 1797 |
|
|
2014
Q1 | $57K | Sell |
804
-225
| -22% | -$16K | ﹤0.01% | 1867 |
|
|
2013
Q4 | $85K | Buy |
1,029
+554
| +117% | +$45.8K | ﹤0.01% | 1569 |
|
|
2013
Q3 | $37K | Buy |
475
+296
| +165% | +$23.1K | ﹤0.01% | 2021 |
|
|
2013
Q2 | $11K | Buy |
+179
| New | +$11K | ﹤0.01% | 2681 |
|