Rise 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 | $10.4K | Sell |
420
-61
| -13% | -$1.51K | ﹤0.01% | 977 |
|
|
2025
Q1 | $14.4K | Buy |
481
+121
| +34% | +$3.62K | 0.01% | 725 |
|
|
2024
Q4 | $13.9K | Buy |
360
+2
| +0.6% | +$77 | 0.01% | 867 |
|
|
2024
Q3 | $14.3K | Buy |
358
+2
| +0.6% | +$80 | 0.01% | 888 |
|
|
2024
Q2 | $15.4K | Buy |
356
+1
| +0.3% | +$43 | 0.01% | 809 |
|
|
2024
Q1 | $17.7K | Buy |
+355
| New | +$17.7K | 0.01% | 732 |
|