Provenance Wealth Advisors’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 |
-14
| Closed | -$419 | – | 528 |
|
|
2025
Q1 | $419 | Hold |
14
| – | – | ﹤0.01% | 515 |
|
|
2024
Q4 | $543 | Hold |
14
| – | – | ﹤0.01% | 531 |
|
|
2024
Q3 | $560 | Hold |
14
| – | – | ﹤0.01% | 575 |
|
|
2024
Q2 | $605 | Hold |
14
| – | – | ﹤0.01% | 490 |
|
|
2024
Q1 | $698 | Hold |
14
| – | – | ﹤0.01% | 510 |
|
|
2023
Q4 | $542 | Hold |
14
| – | – | ﹤0.01% | 571 |
|
|
2023
Q3 | $555 | Buy |
+14
| New | +$555 | ﹤0.01% | 457 |
|