Private Trust Company’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.6K | Buy |
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|
2025
Q2 | $4.82K | Hold |
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|
2025
Q1 | $5.84K | Hold |
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|
2024
Q4 | $7.56K | Sell |
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|
2024
Q3 | $8.59K | Sell |
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|
2024
Q2 | $11.7K | Buy |
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|
2024
Q1 | $12.5K | Sell |
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|
2023
Q4 | $10.6K | Buy |
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|
2023
Q3 | $6.38K | Buy |
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|
2023
Q2 | $3.1K | Hold |
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|
2023
Q1 | $2.76K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $39K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $7K | Buy |
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