TCI Wealth Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $570K | Sell |
18,277
-11,178
| -38% | -$255K | 0.03% | 137 |
|
|
2025
Q4 | $551K | Sell |
29,455
-4
| -0% | -$81 | 0.03% | 141 |
|
|
2025
Q3 | $736K | Sell |
29,459
-9,346
| -24% | -$252K | 0.04% | 119 |
|
|
2025
Q2 | $959K | Buy |
38,805
+6
| +0% | +$145 | 0.07% | 103 |
|
|
2025
Q1 | $1.16M | Sell |
38,799
-99
| -0.3% | -$3.55K | 0.09% | 74 |
|
|
2024
Q4 | $1.51M | Hold |
38,898
| – | – | 0.13% | 66 |
|
|
2024
Q3 | $1.55M | Hold |
38,898
| – | – | 0.13% | 62 |
|
|
2024
Q2 | $1.68M | Hold |
38,898
| – | – | 0.16% | 55 |
|
|
2024
Q1 | $1.94M | Hold |
38,898
| – | – | 0.19% | 50 |
|
|
2023
Q4 | $1.51M | Hold |
38,898
| – | – | 0.16% | 55 |
|
|
2023
Q3 | $1.54M | Sell |
38,898
-173
| -0.4% | -$6.56K | 0.2% | 51 |
|
|
2023
Q2 | $1.24M | Hold |
39,071
| – | – | 0.16% | 60 |
|
|
2023
Q1 | $1.1M | Hold |
39,071
| – | – | 0.14% | 63 |
|
|
2022
Q4 | $1.36M | Hold |
39,071
| – | – | 0.19% | 52 |
|
|
2022
Q3 | $1.47M | Hold |
39,071
| – | – | 0.24% | 46 |
|
|
2022
Q2 | $1.34M | Hold |
39,071
| – | – | 0.2% | 51 |
|
|
2022
Q1 | $1.52M | Hold |
39,071
| – | – | 0.23% | 48 |
|
|
2021
Q4 | $1.15M | Hold |
39,071
| – | – | 0.17% | 55 |
|
|
2021
Q3 | $1.03M | Hold |
39,071
| – | – | 0.16% | 63 |
|
|
2021
Q2 | $962K | Hold |
39,071
| – | – | 0.17% | 63 |
|
|
2021
Q1 | $640K | Sell |
39,071
-1,522
| -4% | -$19.5K | 0.29% | 77 |
|
|
2020
Q4 | $248K | Sell |
40,593
-356
| -0.9% | -$1.2K | 0.12% | 145 |
|
|
2020
Q3 | $65K | Buy |
40,949
+974
| +2% | +$2.72K | 0.03% | 269 |
|
|
2020
Q2 | $150K | Hold |
39,975
| – | – | 0.07% | 174 |
|
|
2020
Q1 | $49K | Hold |
39,975
| – | – | 0.02% | 314 |
|
|
2019
Q4 | $449K | Sell |
39,975
-152
| -0.4% | -$1.37K | 0.17% | 93 |
|
|
2019
Q3 | $389K | Buy |
40,127
+152
| +0.4% | +$1.55K | 0.17% | 98 |
|
|
2019
Q2 | $500K | Sell |
39,975
-405
| -1% | -$5.88K | 0.23% | 80 |
|
|
2019
Q1 | $706K | Sell |
40,380
-25
| -0.1% | -$444 | 0.31% | 68 |
|
|
2018
Q4 | $625K | Sell |
40,405
-1,364
| -3% | -$31.5K | 0.31% | 69 |
|
|
2018
Q3 | $1.32M | Hold |
41,769
| – | – | 0.56% | 45 |
|
|
2018
Q2 | $1.07M | Hold |
41,769
| – | – | 0.48% | 51 |
|
|
2018
Q1 | $753K | Buy |
41,769
+157
| +0.4% | +$3.39K | 0.35% | 64 |
|
|
2017
Q4 | $919K | Hold |
41,612
| – | – | 0.4% | 59 |
|
|
2017
Q3 | $738K | Buy |
41,612
+76
| +0.2% | +$1.19K | 0.36% | 65 |
|
|
2017
Q2 | $687K | Buy |
41,536
+39
| +0.1% | +$774 | 0.35% | 62 |
|
|
2017
Q1 | $997K | Hold |
41,497
| – | – | 0.52% | 47 |
|
|
2016
Q4 | $1.43M | Hold |
41,497
| – | – | 0.75% | 32 |
|
|
2016
Q3 | $1.6M | Hold |
41,497
| – | – | 0.87% | 30 |
|
|
2016
Q2 | $1.12M | Hold |
41,497
| – | – | 0.62% | 41 |
|
|
2016
Q1 | $778K | Hold |
41,497
| – | – | 0.43% | 58 |
|
|
2015
Q4 | $816K | Hold |
41,497
| – | – | 0.45% | 56 |
|
|
2015
Q3 | $1.33M | Hold |
41,497
| – | – | 0.8% | 34 |
|
|
2015
Q2 | $1.91M | Hold |
41,497
| – | – | 1.1% | 25 |
|
|
2015
Q1 | $2.15M | Sell |
41,497
-15
| -0% | -$651 | 1.35% | 18 |
|
|
2014
Q4 | $1.6M | Sell |
41,512
-7
| -0% | -$351 | 0.99% | 29 |
|
|
2014
Q3 | $3.24M | Hold |
41,519
| – | – | 2.04% | 9 |
|
|
2014
Q2 | $3.49M | Hold |
41,519
| – | – | 2.1% | 10 |
|
|
2014
Q1 | $2.96M | Buy |
+41,519
| New | +$3.25M | 1.93% | 9 |
|
Other funds holding SM
VPM
AC
VCM
DSC
