Larson Financial Group’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 | $4.4K | Buy |
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|
2025
Q1 | $3.95K | Hold |
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|
2024
Q4 | $5.12K | Hold |
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|
2024
Q3 | $5.28K | Sell |
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|
2024
Q2 | $14.5K | Buy |
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|
2024
Q1 | $16.6K | Sell |
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|
2023
Q4 | $26.3K | Hold |
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|
2023
Q3 | $27K | Hold |
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|
2023
Q2 | $21.5K | Hold |
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|
2023
Q1 | $19.1K | Hold |
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|
2022
Q4 | $23.7K | Sell |
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|
2022
Q3 | $38K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3K | Buy |
|