UMB Bank’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 | $19.3K | Sell |
780
-90
| -10% | -$2.22K | ﹤0.01% | 1386 |
|
|
2025
Q1 | $26.1K | Buy |
870
+120
| +16% | +$3.59K | ﹤0.01% | 1263 |
|
|
2024
Q4 | $29.1K | Sell |
750
-86
| -10% | -$3.33K | ﹤0.01% | 1125 |
|
|
2024
Q3 | $33.4K | Buy |
836
+202
| +32% | +$8.07K | ﹤0.01% | 1009 |
|
|
2024
Q2 | $27.4K | Sell |
634
-195
| -24% | -$8.43K | ﹤0.01% | 974 |
|
|
2024
Q1 | $41.3K | Buy |
829
+332
| +67% | +$16.6K | ﹤0.01% | 868 |
|
|
2023
Q4 | $19.2K | Sell |
497
-634
| -56% | -$24.5K | ﹤0.01% | 1072 |
|
|
2023
Q3 | $44.8K | Buy |
1,131
+113
| +11% | +$4.48K | ﹤0.01% | 858 |
|
|
2023
Q2 | $32.2K | Buy |
1,018
+543
| +114% | +$17.2K | ﹤0.01% | 960 |
|
|
2023
Q1 | $13.4K | Buy |
475
+375
| +375% | +$10.6K | ﹤0.01% | 1212 |
|
|
2022
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1515 |
|
|
2022
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1509 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1690 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 1719 |
|
|
2021
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1760 |
|