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Richardson Financial Services’s SM Energy SM Stock Holding History

Richardson Financial Services’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-228
Closed -$8.77K – 632
2024
Q4 		$8.77K Sell
228
-182
-44% -$7.69K 0.01% 411
2024
Q3 		$17.7K Hold
410
– – 0.01% 354
2024
Q2 		$17.7K Buy
410
+95
+30% +$4.67K 0.01% 334
2024
Q1 		$15.7K Buy
315
+184
+140% +$7.52K 0.01% 364
2023
Q4 		$5.07K Buy
+131
New +$5.05K ﹤0.01% 358

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Richardson Financial Services's SM Position: Q1 2025 in Review

Richardson Financial Services sold out of SM Energy (SM) in Q1 2025, closing a stake of 228 shares — an estimated $8.77K sold.

Richardson Financial Services first reported a position in SM in Q4 2023 and held it in 5 quarters. The position peaked at $17.7K in Q3 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Richardson Financial Services reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Richardson Financial Services sold 228 SM Energy shares in Q1 2025, an estimated $8.77K.
  • Richardson Financial Services first reported a position in SM Energy in Q4 2023 and held it in 5 quarters.
  • Richardson Financial Services's SM Energy position peaked at $17.7K in Q3 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Richardson Financial Services's 13F filing for Q1 2025, filed 6 May 2025.