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LGT Financial Advisors’s SM Energy SM Stock Holding History

LGT Financial Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 +$8.76K 0.01% 498

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LGT Financial Advisors's SM Position: Q1 2025 in Review

LGT Financial Advisors sold out of SM Energy (SM) in Q1 2025, closing a stake of 231 shares — an estimated $8.95K sold.

LGT Financial Advisors first reported a position in SM in Q3 2023 and held it in 6 quarters. The position peaked at $11.5K in Q1 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • LGT Financial Advisors reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 231 SM Energy shares in Q1 2025, an estimated $8.95K.
  • LGT Financial Advisors first reported a position in SM Energy in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's SM Energy position peaked at $11.5K in Q1 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.