Lindbrook Capital’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 | $16.4K | Sell |
547
-121
| -18% | -$3.62K | ﹤0.01% | 1441 |
|
|
2024
Q4 | $25.9K | Sell |
668
-84
| -11% | -$3.26K | ﹤0.01% | 1134 |
|
|
2024
Q3 | $30.1K | Buy |
752
+67
| +10% | +$2.68K | ﹤0.01% | 1071 |
|
|
2024
Q2 | $29.6K | Buy |
685
+104
| +18% | +$4.5K | ﹤0.01% | 1025 |
|
|
2024
Q1 | $29K | Buy |
581
+206
| +55% | +$10.3K | ﹤0.01% | 1027 |
|
|
2023
Q4 | $14.5K | Buy |
375
+21
| +6% | +$813 | ﹤0.01% | 1346 |
|
|
2023
Q3 | $14K | Buy |
354
+69
| +24% | +$2.74K | ﹤0.01% | 1239 |
|
|
2023
Q2 | $9.02K | Buy |
285
+176
| +161% | +$5.57K | ﹤0.01% | 1526 |
|
|
2023
Q1 | $3.07K | Sell |
109
-15
| -12% | -$422 | ﹤0.01% | 2065 |
|
|
2022
Q4 | $4.32K | Buy |
124
+18
| +17% | +$627 | ﹤0.01% | 1897 |
|
|
2022
Q3 | $4K | Sell |
106
-53
| -33% | -$2K | ﹤0.01% | 1796 |
|
|
2022
Q2 | $5K | Buy |
159
+13
| +9% | +$409 | ﹤0.01% | 1574 |
|
|
2022
Q1 | $6K | Buy |
+146
| New | +$6K | ﹤0.01% | 1543 |
|
|
2021
Q4 | – | Sell |
-70
| Closed | -$2K | – | 2199 |
|
|
2021
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 1604 |
|
|
2021
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 1640 |
|
|
2021
Q1 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 1785 |
|
|
2020
Q1 | – | Sell |
-29
| Closed | – | – | 1865 |
|
|
2019
Q4 | $0 | Hold |
29
| – | – | ﹤0.01% | 1552 |
|
|
2019
Q3 | $0 | Hold |
29
| – | – | ﹤0.01% | 1526 |
|
|
2019
Q2 | $0 | Hold |
29
| – | – | ﹤0.01% | 1496 |
|
|
2019
Q1 | $0 | Hold |
29
| – | – | ﹤0.01% | 1502 |
|
|
2018
Q4 | $0 | Buy |
+29
| New | – | ﹤0.01% | 1437 |
|