Meridian Wealth Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $334K | Hold |
|
|||||
|
2024
Q1 | $385K | Hold |
|
|||||
|
2023
Q4 | $299K | Hold |
|
|||||
|
2023
Q3 | $306K | Hold |
|
|||||
|
2023
Q2 | $244K | Hold |
|
|||||
|
2023
Q1 | $217K | Hold |
|
|||||
|
2022
Q4 | $269K | Hold |
|
|||||
|
2022
Q3 | $290K | Hold |
|
|||||
|
2022
Q2 | $264K | Hold |
|
|||||
|
2022
Q1 | $301K | Hold |
|
|||||
|
2021
Q4 | $228K | Hold |
|
|||||
|
2021
Q3 | $204K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $251K | Sell |
|
|||||
|
2019
Q3 | $433K | Hold |
|
|||||
|
2019
Q2 | $559K | Hold |
|
|||||
|
2019
Q1 | $781K | Hold |
|
|||||
|
2018
Q4 | $691K | Buy |
|