Orion Portfolio Solutions’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $594K | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $912K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $0 | Sell |
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|
2020
Q1 | $0 | Buy |
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|
2019
Q4 | $2K | Buy |
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