Moody National Bank Trust Division’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 | $376K | Buy |
|
|||||
|
2025
Q2 | $371K | Sell |
|
|||||
|
2025
Q1 | $465K | Buy |
|
|||||
|
2024
Q4 | $581K | Hold |
|
|||||
|
2024
Q3 | $600K | Hold |
|
|||||
|
2024
Q2 | $648K | Hold |
|
|||||
|
2024
Q1 | $748K | Hold |
|
|||||
|
2023
Q4 | $581K | Hold |
|
|||||
|
2023
Q3 | $595K | Hold |
|
|||||
|
2023
Q2 | $474K | Hold |
|
|||||
|
2023
Q1 | $422K | Sell |
|
|||||
|
2022
Q4 | $525K | Hold |
|
|||||
|
2022
Q3 | $567K | Hold |
|
|||||
|
2022
Q2 | $516K | Buy |
|