Prestige Wealth Management Group’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 |
-17
| Closed | -$510 | – | 1053 |
|
|
2025
Q1 | $510 | Hold |
17
| – | – | ﹤0.01% | 928 |
|
|
2024
Q4 | $659 | Hold |
17
| – | – | ﹤0.01% | 939 |
|
|
2024
Q3 | $680 | Hold |
17
| – | – | ﹤0.01% | 928 |
|
|
2024
Q2 | $735 | Hold |
17
| – | – | ﹤0.01% | 870 |
|
|
2024
Q1 | $848 | Hold |
17
| – | – | ﹤0.01% | 881 |
|
|
2023
Q4 | $659 | Hold |
17
| – | – | ﹤0.01% | 910 |
|
|
2023
Q3 | $675 | Hold |
17
| – | – | ﹤0.01% | 924 |
|
|
2023
Q2 | $538 | Hold |
17
| – | – | ﹤0.01% | 975 |
|
|
2023
Q1 | $479 | Sell |
17
-54
| -76% | -$1.52K | ﹤0.01% | 985 |
|
|
2022
Q4 | $2.47K | Buy |
+71
| New | +$2.47K | ﹤0.01% | 789 |
|
|
2019
Q1 | – | Sell |
-60
| Closed | -$1K | – | 1027 |
|
|
2018
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 1116 |
|