Steward Partners Investment Advisory’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 | $6.08K | Sell |
246
-81
| -25% | -$2K | ﹤0.01% | 3405 |
|
|
2025
Q1 | $9.79K | Buy |
327
+38
| +13% | +$1.14K | ﹤0.01% | 3108 |
|
|
2024
Q4 | $11.2K | Buy |
289
+139
| +93% | +$5.39K | ﹤0.01% | 3052 |
|
|
2024
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 3126 |
|
|
2024
Q2 | $6.49K | Hold |
150
| – | – | ﹤0.01% | 2964 |
|
|
2024
Q1 | $7.48K | Hold |
150
| – | – | ﹤0.01% | 2914 |
|
|
2023
Q4 | $5.81K | Hold |
150
| – | – | ﹤0.01% | 2906 |
|
|
2023
Q3 | $5.95K | Hold |
150
| – | – | ﹤0.01% | 2775 |
|
|
2023
Q2 | $4.75K | Hold |
150
| – | – | ﹤0.01% | 2805 |
|
|
2023
Q1 | $4.22K | Hold |
150
| – | – | ﹤0.01% | 2832 |
|
|
2022
Q4 | $5.23K | Buy |
+150
| New | +$5.23K | ﹤0.01% | 2760 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 2683 |
|
|
2019
Q4 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 2731 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2755 |
|
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2685 |
|