Richardson Financial Services’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 |
-228
| Closed | -$8.77K | – | 632 |
|
|
2024
Q4 | $8.77K | Sell |
228
-182
| -44% | -$7K | 0.01% | 411 |
|
|
2024
Q3 | $17.7K | Hold |
410
| – | – | 0.01% | 354 |
|
|
2024
Q2 | $17.7K | Buy |
410
+95
| +30% | +$4.11K | 0.01% | 334 |
|
|
2024
Q1 | $15.7K | Buy |
315
+184
| +140% | +$9.17K | 0.01% | 364 |
|
|
2023
Q4 | $5.07K | Buy |
+131
| New | +$5.07K | ﹤0.01% | 358 |
|