TPI
Trust Point Inc’s SM Energy SM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,138
| Closed | -$423K | – | 461 |
|
|
2025
Q1 | $423K | Sell |
14,138
-8,681
| -38% | -$260K | 0.04% | 250 |
|
|
2024
Q4 | $884K | Sell |
22,819
-3,058
| -12% | -$119K | 0.06% | 179 |
|
|
2024
Q3 | $1.03M | Sell |
25,877
-983
| -4% | -$39.3K | 0.08% | 156 |
|
|
2024
Q2 | $1.16M | Buy |
26,860
+293
| +1% | +$12.7K | 0.09% | 123 |
|
|
2024
Q1 | $1.32M | Buy |
26,567
+12,527
| +89% | +$624K | 0.1% | 116 |
|
|
2023
Q4 | $544K | Buy |
+14,040
| New | +$544K | 0.05% | 256 |
|