Prestige Wealth Management Group’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.58K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $510 | Hold |
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|
2024
Q4 | $659 | Hold |
|
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|
2024
Q3 | $680 | Hold |
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|
2024
Q2 | $735 | Hold |
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|
2024
Q1 | $848 | Hold |
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|
2023
Q4 | $659 | Hold |
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|
2023
Q3 | $675 | Hold |
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|
2023
Q2 | $538 | Hold |
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|
2023
Q1 | $479 | Sell |
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|
2022
Q4 | $2.47K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Buy |
|