Principal Securities’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 | $5.44K | Sell |
220
-6,731
| -97% | -$166K | ﹤0.01% | 2834 |
|
|
2025
Q1 | $269K | Hold |
6,951
| – | – | 0.01% | 1017 |
|
|
2024
Q4 | $269K | Sell |
6,951
-86
| -1% | -$3.33K | 0.01% | 1015 |
|
|
2024
Q3 | $281K | Sell |
7,037
-46
| -0.6% | -$1.84K | 0.01% | 958 |
|
|
2024
Q2 | $306K | Buy |
7,083
+3,065
| +76% | +$133K | 0.01% | 867 |
|
|
2024
Q1 | $200K | Buy |
4,018
+3,388
| +538% | +$169K | 0.01% | 1015 |
|
|
2023
Q4 | $24.4K | Buy |
+630
| New | +$24.4K | ﹤0.01% | 1822 |
|