Moody National Bank Trust Division’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 | $371K | Sell |
15,000
-534
| -3% | -$13.2K | 0.03% | 377 |
|
|
2025
Q1 | $465K | Buy |
15,534
+534
| +4% | +$16K | 0.05% | 351 |
|
|
2024
Q4 | $581K | Hold |
15,000
| – | – | 0.06% | 328 |
|
|
2024
Q3 | $600K | Hold |
15,000
| – | – | 0.06% | 317 |
|
|
2024
Q2 | $648K | Hold |
15,000
| – | – | 0.05% | 266 |
|
|
2024
Q1 | $748K | Hold |
15,000
| – | – | 0.06% | 246 |
|
|
2023
Q4 | $581K | Hold |
15,000
| – | – | 0.05% | 305 |
|
|
2023
Q3 | $595K | Hold |
15,000
| – | – | 0.04% | 334 |
|
|
2023
Q2 | $474K | Hold |
15,000
| – | – | 0.03% | 389 |
|
|
2023
Q1 | $422K | Sell |
15,000
-79
| -0.5% | -$2.23K | 0.04% | 419 |
|
|
2022
Q4 | $525K | Hold |
15,079
| – | – | 0.05% | 331 |
|
|
2022
Q3 | $567K | Hold |
15,079
| – | – | 0.06% | 299 |
|
|
2022
Q2 | $516K | Buy |
+15,079
| New | +$516K | 0.05% | 279 |
|