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Planning Capital Management Corporation’s SM Energy SM Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$15K Hold
376
– – 0.01% 364
2024
Q2 		$16.3K Hold
376
– – 0.01% 325
2024
Q1 		$18.7K Sell
376
-23
-6% -$940 0.01% 301
2023
Q4 		$15.4K Buy
+399
New +$15.4K 0.01% 352

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Planning Capital Management Corporation's SM Position: Q3 2024 in Review

Planning Capital Management Corporation held its SM Energy (SM) position steady in Q3 2024 at 376 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #364.

Planning Capital Management Corporation first reported a position in SM in Q4 2023 and has held it in 4 quarters since. The position peaked at $18.7K in Q1 2024. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

  • Planning Capital Management Corporation held 376 shares of SM Energy worth $15K as of Q3 2024.
  • Planning Capital Management Corporation left its SM Energy share count unchanged in Q3 2024.
  • SM Energy made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #364 holding.
  • Planning Capital Management Corporation first reported a position in SM Energy in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's SM Energy position peaked at $18.7K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.