Rothschild Investment LLC’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 | $4.45K | Buy |
180
+35
| +24% | +$865 | ﹤0.01% | 1571 |
|
|
2025
Q1 | $4.34K | Buy |
145
+105
| +263% | +$3.15K | ﹤0.01% | 1509 |
|
|
2024
Q4 | $1.55K | Sell |
40
-70
| -64% | -$2.71K | ﹤0.01% | 1954 |
|
|
2024
Q3 | $4.4K | Buy |
110
+60
| +120% | +$2.4K | ﹤0.01% | 1345 |
|
|
2024
Q2 | $2.16K | Buy |
50
+40
| +400% | +$1.73K | ﹤0.01% | 1368 |
|
|
2024
Q1 | $499 | Buy |
+10
| New | +$499 | ﹤0.01% | 1360 |
|