Park Avenue Securities’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 | – | Sell |
-11,049
| Closed | -$428K | – | 1478 |
|
|
2024
Q4 | $428K | Buy |
11,049
+2,054
| +23% | +$79.6K | ﹤0.01% | 1141 |
|
|
2024
Q3 | $360K | Sell |
8,995
-3,724
| -29% | -$149K | ﹤0.01% | 1109 |
|
|
2024
Q2 | $550K | Buy |
12,719
+2,414
| +23% | +$104K | 0.01% | 931 |
|
|
2024
Q1 | $514K | Buy |
10,305
+4,334
| +73% | +$216K | 0.01% | 936 |
|
|
2023
Q4 | $231K | Buy |
5,971
+267
| +5% | +$10.3K | ﹤0.01% | 1229 |
|
|
2023
Q3 | $226K | Buy |
+5,704
| New | +$226K | ﹤0.01% | 1169 |
|
|
2023
Q1 | – | Sell |
-6,570
| Closed | -$229K | – | 1096 |
|
|
2022
Q4 | $229K | Buy |
+6,570
| New | +$229K | ﹤0.01% | 1090 |
|