Proficio Capital Partners’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,606
| Closed | -$256K | – | 412 |
|
|
2024
Q4 | $256K | Buy |
+6,606
| New | +$256K | 0.02% | 292 |
|
|
2019
Q3 | – | Sell |
-696
| Closed | -$9K | – | 1303 |
|
|
2019
Q2 | $9K | Buy |
696
+629
| +939% | +$8.13K | ﹤0.01% | 985 |
|
|
2019
Q1 | $1K | Hold |
67
| – | – | ﹤0.01% | 1589 |
|
|
2018
Q4 | $1K | Hold |
67
| – | – | ﹤0.01% | 1138 |
|
|
2018
Q3 | $2K | Hold |
67
| – | – | ﹤0.01% | 1100 |
|
|
2018
Q2 | $2K | Hold |
67
| – | – | ﹤0.01% | 1142 |
|
|
2018
Q1 | $1K | Hold |
67
| – | – | ﹤0.01% | 1230 |
|
|
2017
Q4 | $1K | Hold |
67
| – | – | ﹤0.01% | 1222 |
|
|
2017
Q3 | $1K | Buy |
+67
| New | +$1K | ﹤0.01% | 1213 |
|
|
2017
Q2 | – | Sell |
-34
| Closed | -$1K | – | 1319 |
|
|
2017
Q1 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 1249 |
|