A detailed history of Heritage Family Offices, LLP transactions in Sm Energy CO stock. As of the latest transaction made, Heritage Family Offices, LLP holds 5,511 shares of SM stock, worth $253,671. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,511
Previous 5,876 6.21%
Holding current value
$253,671
Previous $254 Million 13.27%
% of portfolio
0.11%
Previous 0.14%

Shares

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

Oct 16, 2024

SELL
$38.07 - $47.26 $13,895 - $17,249
-365 Reduced 6.21%
5,511 $220 Million
Q2 2024

Aug 01, 2024

BUY
$43.23 - $52.76 $254,019 - $310,017
5,876 New
5,876 $254 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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