Private Trust Company’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 | $4.82K | Hold |
195
| – | – | ﹤0.01% | 2076 |
|
|
2025
Q1 | $5.84K | Hold |
195
| – | – | ﹤0.01% | 1974 |
|
|
2024
Q4 | $7.56K | Sell |
195
-20
| -9% | -$775 | ﹤0.01% | 1844 |
|
|
2024
Q3 | $8.59K | Sell |
215
-55
| -20% | -$2.2K | ﹤0.01% | 1782 |
|
|
2024
Q2 | $11.7K | Buy |
270
+20
| +8% | +$865 | ﹤0.01% | 1636 |
|
|
2024
Q1 | $12.5K | Sell |
250
-24
| -9% | -$1.2K | ﹤0.01% | 1590 |
|
|
2023
Q4 | $10.6K | Buy |
274
+113
| +70% | +$4.38K | ﹤0.01% | 1639 |
|
|
2023
Q3 | $6.38K | Buy |
161
+63
| +64% | +$2.5K | ﹤0.01% | 1782 |
|
|
2023
Q2 | $3.1K | Hold |
98
| – | – | ﹤0.01% | 2015 |
|
|
2023
Q1 | $2.76K | Buy |
+98
| New | +$2.76K | ﹤0.01% | 2018 |
|
|
2014
Q4 | – | Sell |
-494
| Closed | -$39K | – | 1041 |
|
|
2014
Q3 | $39K | Buy |
+494
| New | +$39K | 0.01% | 626 |
|
|
2013
Q4 | – | Sell |
-90
| Closed | -$7K | – | 1809 |
|
|
2013
Q3 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 1045 |
|