Parkside Financial Bank & Trust’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98K | Sell |
80
-86
| -52% | -$2.13K | ﹤0.01% | 2007 |
|
|
2025
Q1 | $4.97K | Buy |
166
+138
| +493% | +$4.13K | ﹤0.01% | 1633 |
|
|
2024
Q4 | $1.09K | Hold |
28
| – | – | ﹤0.01% | 1722 |
|
|
2024
Q3 | $1.12K | Hold |
28
| – | – | ﹤0.01% | 1685 |
|
|
2024
Q2 | $1.21K | Hold |
28
| – | – | ﹤0.01% | 1629 |
|
|
2024
Q1 | $1.4K | Hold |
28
| – | – | ﹤0.01% | 1563 |
|
|
2023
Q4 | $1.09K | Sell |
28
-267
| -91% | -$10.3K | ﹤0.01% | 1600 |
|
|
2023
Q3 | $11.7K | Buy |
295
+5
| +2% | +$198 | ﹤0.01% | 1067 |
|
|
2023
Q2 | $9.17K | Buy |
290
+84
| +41% | +$2.66K | ﹤0.01% | 1148 |
|
|
2023
Q1 | $5.8K | Sell |
206
-66
| -24% | -$1.86K | ﹤0.01% | 1303 |
|
|
2022
Q4 | $9.47K | Hold |
272
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q3 | $10K | Buy |
272
+3
| +1% | +$110 | ﹤0.01% | 999 |
|
|
2022
Q2 | $9K | Buy |
269
+15
| +6% | +$502 | ﹤0.01% | 1034 |
|
|
2022
Q1 | $10K | Buy |
254
+33
| +15% | +$1.3K | ﹤0.01% | 1035 |
|
|
2021
Q4 | $7K | Buy |
221
+24
| +12% | +$760 | ﹤0.01% | 1182 |
|
|
2021
Q3 | $5K | Buy |
197
+53
| +37% | +$1.35K | ﹤0.01% | 1274 |
|
|
2021
Q2 | $4K | Buy |
+144
| New | +$4K | ﹤0.01% | 1357 |
|
|
2020
Q4 | – | Sell |
-203
| Closed | – | – | 1668 |
|
|
2020
Q3 | $0 | Hold |
203
| – | – | ﹤0.01% | 1639 |
|
|
2020
Q2 | $1K | Buy |
+203
| New | +$1K | ﹤0.01% | 1382 |
|
|
2020
Q1 | – | Sell |
-86
| Closed | -$1K | – | 1636 |
|
|
2019
Q4 | $1K | Sell |
86
-103
| -54% | -$1.2K | ﹤0.01% | 1467 |
|
|
2019
Q3 | $2K | Buy |
+189
| New | +$2K | ﹤0.01% | 1211 |
|
|
2017
Q2 | – | Sell |
-21
| Closed | -$1K | – | 1528 |
|
|
2017
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1204 |
|