Parallel Advisors’s SM Energy SM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1K | Sell |
1,097
-22
| -2% | -$544 | ﹤0.01% | 2034 |
|
|
2025
Q1 | $33.5K | Buy |
1,119
+747
| +201% | +$22.4K | ﹤0.01% | 1856 |
|
|
2024
Q4 | $14.4K | Buy |
372
+31
| +9% | +$1.2K | ﹤0.01% | 2259 |
|
|
2024
Q3 | $13.6K | Sell |
341
-107
| -24% | -$4.28K | ﹤0.01% | 2266 |
|
|
2024
Q2 | $19.4K | Buy |
448
+56
| +14% | +$2.42K | ﹤0.01% | 1994 |
|
|
2024
Q1 | $19.5K | Sell |
392
-889
| -69% | -$44.3K | ﹤0.01% | 1996 |
|
|
2023
Q4 | $49.6K | Buy |
1,281
+682
| +114% | +$26.4K | ﹤0.01% | 1440 |
|
|
2023
Q3 | $23.8K | Buy |
599
+223
| +59% | +$8.85K | ﹤0.01% | 1750 |
|
|
2023
Q2 | $11.9K | Sell |
376
-34
| -8% | -$1.08K | ﹤0.01% | 2094 |
|
|
2023
Q1 | $11.5K | Buy |
410
+333
| +432% | +$9.38K | ﹤0.01% | 2074 |
|
|
2022
Q4 | $2.68K | Buy |
77
+8
| +12% | +$279 | ﹤0.01% | 2568 |
|
|
2022
Q3 | $3K | Sell |
69
-5
| -7% | -$217 | ﹤0.01% | 2506 |
|
|
2022
Q2 | $3K | Buy |
74
+5
| +7% | +$203 | ﹤0.01% | 2469 |
|
|
2022
Q1 | $3K | Sell |
69
-264
| -79% | -$11.5K | ﹤0.01% | 2488 |
|
|
2021
Q4 | $10K | Buy |
333
+83
| +33% | +$2.49K | ﹤0.01% | 2116 |
|
|
2021
Q3 | $7K | Buy |
250
+157
| +169% | +$4.4K | ﹤0.01% | 2227 |
|
|
2021
Q2 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 2586 |
|
|
2020
Q1 | – | Sell |
-472
| Closed | -$5K | – | 2626 |
|
|
2019
Q4 | $5K | Hold |
472
| – | – | ﹤0.01% | 1971 |
|
|
2019
Q3 | $5K | Buy |
472
+391
| +483% | +$4.14K | ﹤0.01% | 1925 |
|
|
2019
Q2 | $1K | Sell |
81
-281
| -78% | -$3.47K | ﹤0.01% | 2227 |
|
|
2019
Q1 | $6K | Hold |
362
| – | – | ﹤0.01% | 1733 |
|
|
2018
Q4 | $5K | Buy |
362
+190
| +110% | +$2.62K | ﹤0.01% | 1609 |
|
|
2018
Q3 | $5K | Hold |
172
| – | – | ﹤0.01% | 1743 |
|
|
2018
Q2 | $4K | Hold |
172
| – | – | ﹤0.01% | 1689 |
|
|
2018
Q1 | $3K | Hold |
172
| – | – | ﹤0.01% | 1753 |
|
|
2017
Q4 | $4K | Hold |
172
| – | – | ﹤0.01% | 1680 |
|
|
2017
Q3 | $4K | Buy |
172
+31
| +22% | +$721 | ﹤0.01% | 1686 |
|
|
2017
Q2 | $2K | Buy |
+141
| New | +$2K | ﹤0.01% | 1902 |
|