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Sequoia Financial Advisors’s SM Energy SM Stock Holding History

Sequoia Financial Advisors’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
2026
Q1 		$762K Buy
+24,442
New +$558K ﹤0.01% 1022
2025
Q4 		– Sell
-9,686
Closed -$242K – 1984
2025
Q3 		$242K Buy
+9,686
New +$261K ﹤0.01% 1516
2024
Q4 		– Sell
-5,843
Closed -$234K – 1411
2024
Q3 		$234K Buy
5,843
+380
+7% +$16.5K ﹤0.01% 1099
2024
Q2 		$236K Sell
5,463
-17
-0.3% -$835 ﹤0.01% 1010
2024
Q1 		$273K Sell
5,480
-251
-4% -$10.3K ﹤0.01% 902
2023
Q4 		$222K Buy
5,731
+171
+3% +$6.59K ﹤0.01% 1057
2023
Q3 		$220K Buy
+5,560
New +$211K ﹤0.01% 818

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AC
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VCM
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Dimensional Fund Advisors
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American Century Companies
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DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return