Pathstone Holdings’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 | $1.41M | Buy |
56,951
+10,834
| +23% | +$268K | 0.01% | 1203 |
|
|
2025
Q1 | $1.39M | Sell |
46,117
-1,027
| -2% | -$31K | 0.01% | 1184 |
|
|
2024
Q4 | $1.83M | Buy |
47,144
+5,316
| +13% | +$206K | 0.01% | 1024 |
|
|
2024
Q3 | $1.67M | Buy |
41,828
+3,395
| +9% | +$136K | 0.01% | 1086 |
|
|
2024
Q2 | $1.66M | Buy |
38,433
+3,819
| +11% | +$165K | 0.01% | 1014 |
|
|
2024
Q1 | $1.73M | Sell |
34,614
-2,418
| -7% | -$121K | 0.01% | 971 |
|
|
2023
Q4 | $1.43M | Buy |
+37,032
| New | +$1.43M | 0.01% | 880 |
|