A detailed history of Allworth Financial LP transactions in Sm Energy CO stock. As of the latest transaction made, Allworth Financial LP holds 279 shares of SM stock, worth $10,473. This represents 0.0% of its overall portfolio holdings.

Number of Shares
279
Previous 196 42.35%
Holding current value
$10,473
Previous $8,000 37.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$38.07 - $47.26 $3,159 - $3,922
83 Added 42.35%
279 $11,000
Q1 2024

Apr 25, 2024

SELL
$35.56 - $49.85 $1,706 - $2,392
-48 Reduced 19.67%
196 $9,000
Q4 2023

Jan 24, 2024

BUY
$34.44 - $43.51 $1,963 - $2,480
57 Added 30.48%
244 $9,000
Q3 2023

Oct 31, 2023

SELL
$30.18 - $42.93 $694 - $987
-23 Reduced 10.95%
187 $7,000
Q2 2023

Jul 18, 2023

BUY
$25.29 - $31.63 $4,451 - $5,566
176 Added 517.65%
210 $6,000
Q1 2023

Apr 18, 2023

BUY
$25.32 - $34.02 $329 - $442
13 Added 61.9%
34 $0
Q4 2022

Jan 13, 2023

SELL
$33.27 - $47.99 $299 - $431
-9 Reduced 30.0%
21 $0
Q3 2022

Oct 18, 2022

BUY
$30.36 - $46.9 $819 - $1,266
27 Added 900.0%
30 $1,000
Q2 2022

Jul 13, 2022

BUY
$33.14 - $54.36 $99 - $163
3 New
3 $0

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 $4.62B
  • 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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