Tidal Investments’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 | $1.05M | Buy |
42,579
+750
| +2% | +$18.5K | 0.01% | 979 |
|
|
2025
Q1 | $1.25M | Buy |
41,829
+35,237
| +535% | +$1.06M | 0.01% | 859 |
|
|
2024
Q4 | $256K | Sell |
6,592
-4,531
| -41% | -$176K | ﹤0.01% | 1614 |
|
|
2024
Q3 | $445K | Buy |
+11,123
| New | +$445K | ﹤0.01% | 1408 |
|
|
2024
Q2 | – | Sell |
-34,138
| Closed | -$1.7M | – | 1889 |
|
|
2024
Q1 | $1.7M | Sell |
34,138
-2,312
| -6% | -$115K | 0.03% | 598 |
|
|
2023
Q4 | $1.41M | Buy |
36,450
+1,888
| +5% | +$73.1K | 0.03% | 482 |
|
|
2023
Q3 | $1.37M | Sell |
34,562
-9,195
| -21% | -$365K | 0.04% | 442 |
|
|
2023
Q2 | $1.38M | Sell |
43,757
-1,808
| -4% | -$57.2K | 0.04% | 430 |
|
|
2023
Q1 | $1.28M | Buy |
+45,565
| New | +$1.28M | 0.04% | 407 |
|