LPL 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 | $1.72M | Sell |
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|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $676K | Buy |
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|
2023
Q3 | $489K | Buy |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $401K | Sell |
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|
2021
Q4 | $536K | Buy |
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|
2021
Q3 | $351K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $28K | Buy |
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|
2020
Q2 | $64K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $232K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $270K | Sell |
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|
2017
Q2 | $261K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $924K | Sell |
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|
2016
Q2 | $666K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $278K | Sell |
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|
2015
Q1 | $388K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $244K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $222K | Buy |
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|
2013
Q4 | $212K | Buy |
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