Steward Partners Investment Advisory’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08K | Sell |
|
|||||
|
2025
Q1 | $9.79K | Buy |
|
|||||
|
2024
Q4 | $11.2K | Buy |
|
|||||
|
2024
Q3 | $6K | Hold |
|
|||||
|
2024
Q2 | $6.49K | Hold |
|
|||||
|
2024
Q1 | $7.48K | Hold |
|
|||||
|
2023
Q4 | $5.81K | Hold |
|
|||||
|
2023
Q3 | $5.95K | Hold |
|
|||||
|
2023
Q2 | $4.75K | Hold |
|
|||||
|
2023
Q1 | $4.22K | Hold |
|
|||||
|
2022
Q4 | $5.22K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $0 | Sell |
|
|||||
|
2019
Q3 | $0 | Hold |
|
|||||
|
2019
Q2 | $0 | Buy |
|