A detailed history of Insight Wealth Strategies, LLC transactions in Sm Energy CO stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 48,283 shares of SM stock, worth $2.22 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
48,283
Previous 46,499 3.84%
Holding current value
$2.22 Million
Previous $2.01 Million 4.03%
% of portfolio
0.26%
Previous 0.29%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$38.07 - $47.26 $67,916 - $84,311
1,784 Added 3.84%
48,283 $1.93 Million
Q2 2024

Jul 08, 2024

BUY
$43.23 - $52.76 $122,773 - $149,838
2,840 Added 6.5%
46,499 $2.01 Million
Q1 2024

Apr 05, 2024

SELL
$35.56 - $49.85 $41,498 - $58,174
-1,167 Reduced 2.6%
43,659 $2.18 Million
Q4 2023

Jan 12, 2024

BUY
$34.44 - $43.51 $127,152 - $160,638
3,692 Added 8.98%
44,826 $1.74 Million
Q3 2023

Oct 13, 2023

BUY
$30.18 - $42.93 $60,842 - $86,546
2,016 Added 5.15%
41,134 $1.63 Million
Q2 2023

Jul 14, 2023

BUY
$25.29 - $31.63 $13,100 - $16,384
518 Added 1.34%
39,118 $1.24 Million
Q1 2023

Apr 06, 2023

BUY
$25.32 - $34.02 $58,615 - $78,756
2,315 Added 6.38%
38,600 $1.09 Million
Q4 2022

Jan 06, 2023

BUY
$33.27 - $47.99 $210,765 - $304,016
6,335 Added 21.15%
36,285 $0
Q2 2022

Jul 01, 2022

BUY
$33.14 - $54.36 $992,543 - $1.63 Million
29,950 New
29,950 $1.02 Million

Others Institutions Holding SM

About SM Energy Co


  • Ticker SM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas E&P
  • Shares Outstandng 123,000,000
  • Market Cap $5.66B
  • Description
  • SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. As of February 24, 2022, it had 492.0 million barrels of oil equivalent of estimated proved reserves. It also has working interests in 825 gross productive oil ...
More about SM
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