Vest 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
Q2 | $1.16M | Sell |
47,053
-5,568
| -11% | -$138K | 0.02% | 325 |
|
|
2025
Q1 | $1.58M | Sell |
52,621
-13,448
| -20% | -$403K | 0.02% | 272 |
|
|
2024
Q4 | $2.56M | Buy |
66,069
+30,343
| +85% | +$1.18M | 0.05% | 130 |
|
|
2024
Q3 | $1.43M | Buy |
35,726
+12,887
| +56% | +$515K | 0.03% | 202 |
|
|
2024
Q2 | $987K | Buy |
22,839
+4,950
| +28% | +$214K | 0.02% | 203 |
|
|
2024
Q1 | $892K | Buy |
17,889
+11,575
| +183% | +$577K | 0.02% | 156 |
|
|
2023
Q4 | $244K | Buy |
+6,314
| New | +$244K | 0.01% | 148 |
|