Pathstone Holdings
SM icon

Pathstone Holdings’s SM Energy SM Stock Holding History

Pathstone Holdings’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.64M Buy
52,534
+35,585
+210% +$812K 0.01% 1130
2025
Q4 		$317K Sell
16,949
-54,650
-76% -$1.11M ﹤0.01% 1938
2025
Q3 		$1.79M Buy
71,599
+14,648
+26% +$395K 0.01% 1096
2025
Q2 		$1.41M Buy
56,951
+10,834
+23% +$262K 0.01% 1203
2025
Q1 		$1.39M Sell
46,117
-1,027
-2% -$36.8K 0.01% 1185
2024
Q4 		$1.83M Buy
47,144
+5,316
+13% +$224K 0.01% 1024
2024
Q3 		$1.67M Buy
41,828
+3,395
+9% +$147K 0.01% 1088
2024
Q2 		$1.66M Buy
38,433
+3,819
+11% +$188K 0.01% 1014
2024
Q1 		$1.73M Sell
34,614
-2,418
-7% -$98.9K 0.01% 973
2023
Q4 		$1.43M Buy
+37,032
New +$1.43M 0.01% 882

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DSC
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