Orion Portfolio Solutions’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $248K | Sell |
8,271
-1,010
| -11% | -$30.3K | ﹤0.01% | 1716 |
|
|
2024
Q4 | $360K | Sell |
9,281
-5,568
| -37% | -$216K | ﹤0.01% | 1471 |
|
|
2024
Q3 | $594K | Sell |
14,849
-13,353
| -47% | -$534K | 0.01% | 1276 |
|
|
2024
Q2 | $1.22M | Sell |
28,202
-2,516
| -8% | -$109K | 0.01% | 892 |
|
|
2024
Q1 | $1.53M | Sell |
30,718
-7,125
| -19% | -$355K | 0.02% | 786 |
|
|
2023
Q4 | $1.45M | Buy |
37,843
+6,133
| +19% | +$234K | 0.02% | 781 |
|
|
2023
Q3 | $1.26M | Sell |
31,710
-13,634
| -30% | -$541K | 0.02% | 821 |
|
|
2023
Q2 | $1.43M | Buy |
45,344
+12,963
| +40% | +$410K | 0.02% | 798 |
|
|
2023
Q1 | $912K | Buy |
+32,381
| New | +$912K | 0.01% | 913 |
|
|
2020
Q3 | – | Sell |
-112
| Closed | – | – | 1785 |
|
|
2020
Q2 | $0 | Sell |
112
-72
| -39% | – | ﹤0.01% | 2438 |
|
|
2020
Q1 | $0 | Buy |
184
+39
| +27% | – | ﹤0.01% | 2268 |
|
|
2019
Q4 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 1553 |
|