A detailed history of Aj Wealth Strategies, LLC transactions in Sm Energy CO stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 22,445 shares of SM stock, worth $1.01 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,445
Previous 22,321 0.56%
Holding current value
$1.01 Million
Previous $628,000 12.9%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

BUY
$25.29 - $31.63 $3,135 - $3,922
124 Added 0.56%
22,445 $709,000
Q1 2023

Apr 28, 2023

BUY
$25.32 - $34.02 $2,683 - $3,606
106 Added 0.48%
22,321 $628,000
Q4 2022

Jan 25, 2023

BUY
$33.27 - $47.99 $2,362 - $3,407
71 Added 0.32%
22,215 $774,000
Q2 2022

Aug 04, 2022

BUY
$33.14 - $54.36 $198 - $326
6 Added 0.03%
22,144 $757,000
Q4 2021

Jan 26, 2022

SELL
$27.06 - $37.66 $290,516 - $404,317
-10,736 Reduced 32.66%
22,138 $653,000
Q2 2021

Aug 16, 2021

BUY
$15.69 - $26.65 $298 - $506
19 Added 0.06%
32,874 $810,000
Q4 2020

Feb 16, 2021

BUY
$1.4 - $6.67 $237 - $1,133
170 Added 0.52%
32,855 $201,000
Q2 2020

Aug 14, 2020

BUY
$1.03 - $6.93 $94 - $637
92 Added 0.28%
32,685 $123,000
Q1 2020

May 15, 2020

BUY
$1.06 - $12.39 $34,548 - $403,827
32,593 New
32,593 $40,000

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 $5.51B
  • 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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