Truist Financial’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,565
| Closed | -$216K | – | 2619 |
|
|
2024
Q4 | $216K | Buy |
5,565
+188
| +3% | +$7.29K | ﹤0.01% | 2330 |
|
|
2024
Q3 | $215K | Sell |
5,377
-47,733
| -90% | -$1.91M | ﹤0.01% | 2296 |
|
|
2024
Q2 | $2.3M | Sell |
53,110
-8,621
| -14% | -$373K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $3.08M | Buy |
61,731
+494
| +0.8% | +$24.6K | ﹤0.01% | 1087 |
|
|
2023
Q4 | $2.37M | Sell |
61,237
-73
| -0.1% | -$2.83K | ﹤0.01% | 1180 |
|
|
2023
Q3 | $2.43M | Buy |
61,310
+14,983
| +32% | +$594K | ﹤0.01% | 1138 |
|
|
2023
Q2 | $1.47M | Sell |
46,327
-469
| -1% | -$14.8K | ﹤0.01% | 1399 |
|
|
2023
Q1 | $1.32M | Sell |
46,796
-22,974
| -33% | -$647K | ﹤0.01% | 1424 |
|
|
2022
Q4 | $2.43M | Buy |
69,770
+60,671
| +667% | +$2.11M | ﹤0.01% | 1109 |
|
|
2022
Q3 | $342K | Sell |
9,099
-6,602
| -42% | -$248K | ﹤0.01% | 2012 |
|
|
2022
Q2 | $537K | Sell |
15,701
-23,395
| -60% | -$800K | ﹤0.01% | 1861 |
|
|
2022
Q1 | $1.52M | Sell |
39,096
-6,393
| -14% | -$249K | ﹤0.01% | 1414 |
|
|
2021
Q4 | $1.34M | Buy |
45,489
+78
| +0.2% | +$2.3K | ﹤0.01% | 1475 |
|
|
2021
Q3 | $1.2M | Sell |
45,411
-10,974
| -19% | -$290K | ﹤0.01% | 1497 |
|
|
2021
Q2 | $1.39M | Sell |
56,385
-7,079
| -11% | -$174K | ﹤0.01% | 1457 |
|
|
2021
Q1 | $1.04M | Sell |
63,464
-9,549
| -13% | -$156K | ﹤0.01% | 1564 |
|
|
2020
Q4 | $447K | Buy |
+73,013
| New | +$447K | ﹤0.01% | 1890 |
|
|
2014
Q4 | – | Sell |
-4,260
| Closed | -$332K | – | 809 |
|
|
2014
Q3 | $332K | Buy |
4,260
+1,413
| +50% | +$110K | 0.01% | 596 |
|
|
2014
Q2 | $239K | Sell |
2,847
-63
| -2% | -$5.29K | 0.01% | 705 |
|
|
2014
Q1 | $208K | Buy |
+2,910
| New | +$208K | 0.01% | 737 |
|