OIA
SM icon

OneDigital Investment Advisors’s SM Energy SM Stock Holding History

OneDigital Investment Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$357K Buy
+11,465
New +$262K ﹤0.01% 1101
2019
Q3 		– Sell
-900
Closed -$11K – 1060
2019
Q2 		$11K Hold
900
– – ﹤0.01% 925
2019
Q1 		$16K Hold
900
– – ﹤0.01% 793
2018
Q4 		$14K Buy
+900
New +$20.8K ﹤0.01% 782
2018
Q3 		– Sell
-900
Closed -$23K – 1195
2018
Q2 		$23K Hold
900
– – ﹤0.01% 766
2018
Q1 		$16K Hold
900
– – ﹤0.01% 887
2017
Q4 		$20K Hold
900
– – ﹤0.01% 810
2017
Q3 		$16K Hold
900
– – 0.01% 715
2017
Q2 		$15K Buy
+900
New +$17.9K ﹤0.01% 847

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