TCI Wealth Advisors’s SM Energy SM Stock Holding History

TCI Wealth Advisors’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$736K	Sell
2025 Q2	$959K	Buy
2025 Q1	$1.16M	Sell
2024 Q4	$1.51M	Hold
2024 Q3	$1.55M	Hold
2024 Q2	$1.68M	Hold
2024 Q1	$1.94M	Hold
2023 Q4	$1.51M	Hold
2023 Q3	$1.54M	Sell
2023 Q2	$1.24M	Hold
2023 Q1	$1.1M	Hold
2022 Q4	$1.36M	Hold
2022 Q3	$1.47M	Hold
2022 Q2	$1.34M	Hold
2022 Q1	$1.52M	Hold
2021 Q4	$1.15M	Hold
2021 Q3	$1.03M	Hold
2021 Q2	$962K	Hold
2021 Q1	$640K	Sell
2020 Q4	$248K	Sell
2020 Q3	$65K	Buy
2020 Q2	$150K	Hold
2020 Q1	$49K	Hold
2019 Q4	$449K	Sell
2019 Q3	$389K	Buy
2019 Q2	$500K	Sell
2019 Q1	$706K	Sell
2018 Q4	$625K	Sell
2018 Q3	$1.32M	Hold
2018 Q2	$1.07M	Hold
2018 Q1	$753K	Buy
2017 Q4	$919K	Hold
2017 Q3	$738K	Buy
2017 Q2	$687K	Buy
2017 Q1	$997K	Hold
2016 Q4	$1.43M	Hold
2016 Q3	$1.6M	Hold
2016 Q2	$1.12M	Hold
2016 Q1	$778K	Hold
2015 Q4	$816K	Hold
2015 Q3	$1.33M	Hold
2015 Q2	$1.91M	Hold
2015 Q1	$2.15M	Sell
2014 Q4	$1.6M	Sell
2014 Q3	$3.24M	Hold
2014 Q2	$3.49M	Hold
2014 Q1	$2.96M	Buy