Sendero Wealth Management’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 | $1.14M | Hold |
46,008
| – | – | 0.14% | 88 |
|
|
2025
Q1 | $1.38M | Hold |
46,008
| – | – | 0.19% | 73 |
|
|
2024
Q4 | $1.78M | Hold |
46,008
| – | – | 0.27% | 61 |
|
|
2024
Q3 | $1.84M | Hold |
46,008
| – | – | 0.29% | 55 |
|
|
2024
Q2 | $1.99M | Hold |
46,008
| – | – | 0.33% | 52 |
|
|
2024
Q1 | $2.29M | Hold |
46,008
| – | – | 0.39% | 52 |
|
|
2023
Q4 | $1.78M | Hold |
46,008
| – | – | 0.34% | 60 |
|
|
2023
Q3 | $1.82M | Hold |
46,008
| – | – | 0.39% | 54 |
|
|
2023
Q2 | $1.46M | Buy |
+46,008
| New | +$1.46M | 0.32% | 61 |
|