Larson Financial Group’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 | $4.4K | Buy |
178
+46
| +35% | +$1.14K | ﹤0.01% | 2101 |
|
|
2025
Q1 | $3.95K | Hold |
132
| – | – | ﹤0.01% | 1937 |
|
|
2024
Q4 | $5.12K | Hold |
132
| – | – | ﹤0.01% | 1652 |
|
|
2024
Q3 | $5.28K | Sell |
132
-204
| -61% | -$8.15K | ﹤0.01% | 1651 |
|
|
2024
Q2 | $14.5K | Buy |
336
+3
| +0.9% | +$130 | ﹤0.01% | 1152 |
|
|
2024
Q1 | $16.6K | Sell |
333
-347
| -51% | -$17.3K | ﹤0.01% | 927 |
|
|
2023
Q4 | $26.3K | Hold |
680
| – | – | ﹤0.01% | 784 |
|
|
2023
Q3 | $27K | Hold |
680
| – | – | ﹤0.01% | 748 |
|
|
2023
Q2 | $21.5K | Hold |
680
| – | – | ﹤0.01% | 722 |
|
|
2023
Q1 | $19.1K | Hold |
680
| – | – | ﹤0.01% | 747 |
|
|
2022
Q4 | $23.7K | Sell |
680
-325
| -32% | -$11.3K | ﹤0.01% | 655 |
|
|
2022
Q3 | $38K | Buy |
+1,005
| New | +$38K | 0.01% | 516 |
|
|
2021
Q3 | – | Sell |
-130
| Closed | -$3K | – | 941 |
|
|
2021
Q2 | $3K | Buy |
+130
| New | +$3K | ﹤0.01% | 700 |
|