Plante Moran Financial Advisors’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 | – | Sell |
-183
| Closed | -$5.5K | – | 854 |
|
|
2025
Q1 | $5.5K | Buy |
+183
| New | +$5.5K | ﹤0.01% | 638 |
|
|
2017
Q1 | – | Sell |
-98
| Closed | -$3K | – | 1009 |
|
|
2016
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 809 |
|
|
2016
Q3 | $4K | Hold |
98
| – | – | ﹤0.01% | 751 |
|
|
2016
Q2 | $3K | Hold |
98
| – | – | ﹤0.01% | 739 |
|
|
2016
Q1 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 748 |
|