Summit Securities Group’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 | $60.7K | Buy |
2,457
+2,316
| +1,643% | +$57.2K | 0.01% | 369 |
|
|
2025
Q1 | $4.22K | Buy |
+141
| New | +$4.22K | ﹤0.01% | 488 |
|
|
2024
Q3 | – | Sell |
-5,200
| Closed | -$225K | – | 713 |
|
|
2024
Q2 | $225K | Buy |
5,200
+5,198
| +259,900% | +$225K | 0.04% | 81 |
|
|
2024
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 669 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 1104 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 909 |
|