Meridian Wealth 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 |
-7,720
| Closed | -$334K | – | 185 |
|
|
2024
Q2 | $334K | Hold |
7,720
| – | – | 0.06% | 139 |
|
|
2024
Q1 | $385K | Hold |
7,720
| – | – | 0.07% | 128 |
|
|
2023
Q4 | $299K | Hold |
7,720
| – | – | 0.07% | 146 |
|
|
2023
Q3 | $306K | Hold |
7,720
| – | – | 0.08% | 142 |
|
|
2023
Q2 | $244K | Hold |
7,720
| – | – | 0.06% | 160 |
|
|
2023
Q1 | $217K | Hold |
7,720
| – | – | 0.05% | 175 |
|
|
2022
Q4 | $269K | Hold |
7,720
| – | – | 0.07% | 160 |
|
|
2022
Q3 | $290K | Hold |
7,720
| – | – | 0.08% | 152 |
|
|
2022
Q2 | $264K | Hold |
7,720
| – | – | 0.07% | 167 |
|
|
2022
Q1 | $301K | Hold |
7,720
| – | – | 0.07% | 169 |
|
|
2021
Q4 | $228K | Hold |
7,720
| – | – | 0.06% | 182 |
|
|
2021
Q3 | $204K | Buy |
+7,720
| New | +$204K | 0.06% | 186 |
|
|
2020
Q1 | – | Sell |
-22,327
| Closed | -$251K | – | 165 |
|
|
2019
Q4 | $251K | Sell |
22,327
-22,331
| -50% | -$251K | 0.1% | 136 |
|
|
2019
Q3 | $433K | Hold |
44,658
| – | – | 0.19% | 100 |
|
|
2019
Q2 | $559K | Hold |
44,658
| – | – | 0.39% | 53 |
|
|
2019
Q1 | $781K | Hold |
44,658
| – | – | 0.57% | 37 |
|
|
2018
Q4 | $691K | Buy |
+44,658
| New | +$691K | 0.53% | 38 |
|