Lido Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,826
| Closed | -$295K | – | 1326 |
|
|
2024
Q2 | $295K | Sell |
6,826
-466
| -6% | -$20.1K | ﹤0.01% | 1016 |
|
|
2024
Q1 | $364K | Buy |
7,292
+398
| +6% | +$19.8K | ﹤0.01% | 909 |
|
|
2023
Q4 | $267K | Buy |
+6,894
| New | +$267K | ﹤0.01% | 976 |
|
|
2023
Q1 | – | Sell |
-11,360
| Closed | -$396K | – | 1047 |
|
|
2022
Q4 | $396K | Buy |
11,360
+832
| +8% | +$29K | ﹤0.01% | 620 |
|
|
2022
Q3 | $395K | Buy |
+10,528
| New | +$395K | 0.01% | 548 |
|