LGT Financial Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-231
| Closed | -$8.95K | – | 663 |
|
|
2024
Q4 | $8.95K | Hold |
231
| – | – | 0.02% | 453 |
|
|
2024
Q3 | $9.23K | Hold |
231
| – | – | 0.02% | 434 |
|
|
2024
Q2 | $9.99K | Hold |
231
| – | – | 0.02% | 474 |
|
|
2024
Q1 | $11.5K | Hold |
231
| – | – | 0.01% | 470 |
|
|
2023
Q4 | $8.94K | Hold |
231
| – | – | 0.01% | 506 |
|
|
2023
Q3 | $9.16K | Buy |
+231
| New | +$9.16K | 0.01% | 498 |
|