TWA
SM icon

TCI Wealth Advisors’s SM Energy SM Stock Holding History

TCI Wealth Advisors’s Portfolio SM Stock Details SM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$959K Buy
38,805
+6
+0% +$148 0.07% 103
2025
Q1 		$1.16M Sell
38,799
-99
-0.3% -$2.97K 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% -$6.86K 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% 59
2021
Q2 		$962K Hold
39,071
– – 0.16% 58
2021
Q1 		$640K Sell
39,071
-1,522
-4% -$24.9K 0.27% 70
2020
Q4 		$248K Sell
40,593
-356
-0.9% -$2.18K 0.11% 125
2020
Q3 		$65K Buy
40,949
+974
+2% +$1.55K 0.03% 253
2020
Q2 		$150K Hold
39,975
– – 0.06% 163
2020
Q1 		$49K Hold
39,975
– – 0.02% 304
2019
Q4 		$449K Sell
39,975
-152
-0.4% -$1.71K 0.17% 93
2019
Q3 		$389K Buy
40,127
+152
+0.4% +$1.47K 0.17% 98
2019
Q2 		$500K Sell
39,975
-405
-1% -$5.07K 0.23% 79
2019
Q1 		$706K Sell
40,380
-25
-0.1% -$437 0.31% 66
2018
Q4 		$625K Sell
40,405
-1,364
-3% -$21.1K 0.3% 66
2018
Q3 		$1.32M Hold
41,769
– – 0.55% 45
2018
Q2 		$1.07M Hold
41,769
– – 0.48% 51
2018
Q1 		$753K Buy
41,769
+157
+0.4% +$2.83K 0.35% 64
2017
Q4 		$919K Hold
41,612
– – 0.4% 59
2017
Q3 		$738K Buy
41,612
+76
+0.2% +$1.35K 0.36% 65
2017
Q2 		$687K Buy
41,536
+39
+0.1% +$645 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% -$775 1.35% 18
2014
Q4 		$1.6M Sell
41,512
-7
-0% -$270 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 +$2.96M 1.93% 9