NewEdge Advisors’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 | $81K | Buy |
3,276
+28
| +0.9% | +$692 | ﹤0.01% | 2495 |
|
|
2025
Q1 | $97.3K | Buy |
3,248
+1,007
| +45% | +$30.2K | ﹤0.01% | 2302 |
|
|
2024
Q4 | $86.8K | Buy |
2,241
+10
| +0.4% | +$388 | ﹤0.01% | 2322 |
|
|
2024
Q3 | $89.2K | Buy |
2,231
+258
| +13% | +$10.3K | ﹤0.01% | 2231 |
|
|
2024
Q2 | $85.3K | Sell |
1,973
-1,097
| -36% | -$47.4K | ﹤0.01% | 2172 |
|
|
2024
Q1 | $153K | Sell |
3,070
-188
| -6% | -$9.37K | ﹤0.01% | 1923 |
|
|
2023
Q4 | $126K | Sell |
3,258
-211
| -6% | -$8.17K | ﹤0.01% | 1869 |
|
|
2023
Q3 | $138K | Sell |
3,469
-2,018
| -37% | -$80K | ﹤0.01% | 1735 |
|
|
2023
Q2 | $174K | Buy |
5,487
+144
| +3% | +$4.56K | ﹤0.01% | 1687 |
|
|
2023
Q1 | $150K | Buy |
5,343
+330
| +7% | +$9.29K | ﹤0.01% | 1632 |
|
|
2022
Q4 | $7.13K | Buy |
+5,013
| New | +$7.13K | ﹤0.01% | 2473 |
|
|
2017
Q3 | – | Sell |
-1,484
| Closed | -$23.5K | – | 1002 |
|
|
2017
Q2 | $23.5K | Buy |
+1,484
| New | +$23.5K | ﹤0.01% | 690 |
|