MassMutual Private Wealth & Trust’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.6K | Buy |
1,887
+1,451
| +333% | +$35.9K | ﹤0.01% | 807 |
|
|
2025
Q1 | $13.1K | Sell |
436
-51
| -10% | -$1.53K | ﹤0.01% | 1197 |
|
|
2024
Q4 | $18.9K | Sell |
487
-41
| -8% | -$1.59K | ﹤0.01% | 1029 |
|
|
2024
Q3 | $21.1K | Sell |
528
-344
| -39% | -$13.8K | ﹤0.01% | 892 |
|
|
2024
Q2 | $37.7K | Buy |
872
+340
| +64% | +$14.7K | ﹤0.01% | 700 |
|
|
2024
Q1 | $26.5K | Buy |
532
+176
| +49% | +$8.77K | ﹤0.01% | 759 |
|
|
2023
Q4 | $13.8K | Buy |
356
+14
| +4% | +$542 | ﹤0.01% | 909 |
|
|
2023
Q3 | $13.6K | Hold |
342
| – | – | ﹤0.01% | 904 |
|
|
2023
Q2 | $10.8K | Buy |
342
+108
| +46% | +$3.42K | ﹤0.01% | 941 |
|
|
2023
Q1 | $6.59K | Buy |
234
+68
| +41% | +$1.92K | ﹤0.01% | 1075 |
|
|
2022
Q4 | $6K | Hold |
166
| – | – | ﹤0.01% | 956 |
|
|
2022
Q3 | $6K | Sell |
166
-4
| -2% | -$145 | ﹤0.01% | 905 |
|
|
2022
Q2 | $6K | Buy |
170
+13
| +8% | +$459 | ﹤0.01% | 852 |
|
|
2022
Q1 | $6K | Hold |
157
| – | – | ﹤0.01% | 885 |
|
|
2021
Q4 | $5K | Buy |
+157
| New | +$5K | ﹤0.01% | 911 |
|