NBC Securities’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 | $12K | Hold |
517
| – | – | ﹤0.01% | 1899 |
|
|
2025
Q1 | $15K | Buy |
+517
| New | +$15K | ﹤0.01% | 1606 |
|
|
2024
Q4 | – | Sell |
-517
| Closed | -$20K | – | 1946 |
|
|
2024
Q3 | $20K | Sell |
517
-1,050
| -67% | -$40.6K | ﹤0.01% | 1514 |
|
|
2024
Q2 | $67K | Sell |
1,567
-184
| -11% | -$7.87K | 0.01% | 1060 |
|
|
2024
Q1 | $87K | Sell |
1,751
-1,171
| -40% | -$58.2K | 0.01% | 977 |
|
|
2023
Q4 | $113K | Hold |
2,922
| – | – | 0.01% | 911 |
|
|
2023
Q3 | $115K | Buy |
+2,922
| New | +$115K | 0.01% | 891 |
|