MML Investors Services’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 | $298K | Buy |
12,040
+1,034
| +9% | +$25.6K | ﹤0.01% | 2433 |
|
|
2025
Q1 | $330K | Buy |
11,006
+518
| +5% | +$15.5K | ﹤0.01% | 2256 |
|
|
2024
Q4 | $407K | Buy |
10,488
+2,477
| +31% | +$96.1K | ﹤0.01% | 2054 |
|
|
2024
Q3 | $320K | Sell |
8,011
-487
| -6% | -$19.5K | ﹤0.01% | 2135 |
|
|
2024
Q2 | $367K | Sell |
8,498
-904
| -10% | -$39K | ﹤0.01% | 1973 |
|
|
2024
Q1 | $469K | Buy |
9,402
+209
| +2% | +$10.4K | ﹤0.01% | 1828 |
|
|
2023
Q4 | $356K | Buy |
+9,193
| New | +$356K | ﹤0.01% | 1949 |
|
|
2018
Q1 | – | Sell |
-10,855
| Closed | -$240K | – | 1449 |
|
|
2017
Q4 | $240K | Sell |
10,855
-24,140
| -69% | -$534K | ﹤0.01% | 1214 |
|
|
2017
Q3 | $621K | Sell |
34,995
-11,957
| -25% | -$212K | 0.01% | 695 |
|
|
2017
Q2 | $776K | Buy |
+46,952
| New | +$776K | 0.01% | 599 |
|