Tanglewood Legacy Advisors’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 | $1.84M | Hold |
74,323
| – | – | 0.75% | 21 |
|
|
2025
Q1 | $2.23M | Hold |
74,323
| – | – | 0.98% | 18 |
|
|
2024
Q4 | $2.88M | Hold |
74,323
| – | – | 1.23% | 14 |
|
|
2024
Q3 | $2.97M | Hold |
74,323
| – | – | 1.32% | 13 |
|
|
2024
Q2 | $3.21M | Hold |
74,323
| – | – | 1.52% | 12 |
|
|
2024
Q1 | $3.71M | Hold |
74,323
| – | – | 1.83% | 11 |
|
|
2023
Q4 | $2.88M | Hold |
74,323
| – | – | 1.57% | 11 |
|
|
2023
Q3 | $2.95M | Sell |
74,323
-44,000
| -37% | -$1.74M | 1.77% | 11 |
|
|
2023
Q2 | $3.74M | Hold |
118,323
| – | – | 2.16% | 10 |
|
|
2023
Q1 | $3.33M | Hold |
118,323
| – | – | 2.13% | 10 |
|
|
2022
Q4 | $4.12M | Buy |
+118,323
| New | +$4.12M | 2.93% | 7 |
|