A detailed history of Adams Wealth Management transactions in Sm Energy CO stock. As of the latest transaction made, Adams Wealth Management holds 63,565 shares of SM stock, worth $2.89 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
63,565
Previous 55,767 13.98%
Holding current value
$2.89 Million
Previous $2.41 Million 5.39%
% of portfolio
0.59%
Previous 0.6%

Shares

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

Oct 28, 2024

BUY
$38.07 - $47.26 $296,869 - $368,533
7,798 Added 13.98%
63,565 $2.54 Million
Q2 2024

Jul 16, 2024

BUY
$43.23 - $52.76 $139,243 - $169,939
3,221 Added 6.13%
55,767 $2.41 Million
Q1 2024

May 20, 2024

BUY
$35.56 - $49.85 $393,898 - $552,188
11,077 Added 26.71%
52,546 $2.62 Million
Q4 2023

Feb 12, 2024

BUY
$34.44 - $43.51 $145,267 - $183,525
4,218 Added 11.32%
41,469 $1.61 Million
Q3 2023

Nov 09, 2023

SELL
$30.18 - $42.93 $136,624 - $194,344
-4,527 Reduced 10.84%
37,251 $1.48 Million
Q2 2023

Aug 14, 2023

BUY
$25.29 - $31.63 $122,530 - $153,247
4,845 Added 13.12%
41,778 $1.32 Million
Q1 2023

May 03, 2023

BUY
$25.32 - $34.02 $463,786 - $623,144
18,317 Added 98.39%
36,933 $1.04 Million
Q4 2022

Feb 17, 2023

BUY
$33.27 - $47.99 $619,354 - $893,381
18,616 New
18,616 $648,000

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 $5.59B
  • 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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