Sequoia Financial Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,843
| Closed | -$234K | – | 1394 |
|
|
2024
Q3 | $234K | Buy |
5,843
+380
| +7% | +$15.2K | ﹤0.01% | 1096 |
|
|
2024
Q2 | $236K | Sell |
5,463
-17
| -0.3% | -$735 | ﹤0.01% | 1006 |
|
|
2024
Q1 | $273K | Sell |
5,480
-251
| -4% | -$12.5K | ﹤0.01% | 898 |
|
|
2023
Q4 | $222K | Buy |
5,731
+171
| +3% | +$6.62K | ﹤0.01% | 1054 |
|
|
2023
Q3 | $220K | Buy |
+5,560
| New | +$220K | ﹤0.01% | 815 |
|