Lee Financial’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
Q3 | $200K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $310K | Hold |
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|
2024
Q3 | $320K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.16K | Hold |
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|
2023
Q3 | $7.34K | Hold |
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|
2023
Q2 | $5.85K | Hold |
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|
2023
Q1 | $5.21K | Sell |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $312K | Hold |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $211K | Hold |
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|
2021
Q2 | $197K | Hold |
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|
2021
Q1 | $131K | Hold |
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|
2020
Q4 | $49K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $90K | Hold |
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|
2019
Q3 | $78K | Hold |
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|
2019
Q2 | $100K | Hold |
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|
2019
Q1 | $140K | Hold |
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|
2018
Q4 | $124K | Hold |
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|
2018
Q3 | $252K | Hold |
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|
2018
Q2 | $206K | Hold |
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|
2018
Q1 | $144K | Hold |
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|
2017
Q4 | $177K | Hold |
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|
2017
Q3 | $142K | Hold |
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|
2017
Q2 | $132K | Hold |
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|
2017
Q1 | $192K | Buy |
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|
2016
Q4 | $138K | Buy |
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