SVB Wealth’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 | – | Sell |
-153
| Closed | -$4.58K | – | 1445 |
|
|
2025
Q1 | $4.58K | Buy |
+153
| New | +$4.58K | ﹤0.01% | 1045 |
|
|
2015
Q3 | – | Sell |
-9,770
| Closed | -$451K | – | 565 |
|
|
2015
Q2 | $451K | Sell |
9,770
-660
| -6% | -$30.5K | 0.01% | 443 |
|
|
2015
Q1 | $539K | Buy |
10,430
+2,405
| +30% | +$124K | 0.02% | 402 |
|
|
2014
Q4 | $310K | Buy |
+8,025
| New | +$310K | 0.01% | 459 |
|