Assetmark, Inc Sm Energy CO Transaction History

Assetmark, Inc

$45.6 Billion
Q3 2025

A detailed history of Assetmark, Inc transactions in Sm Energy CO stock. As of the latest transaction made, Assetmark, Inc holds 45 shares of SM stock, worth $849. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 44 2.27%

Holding current value

$849

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$24.97 - $28.98 $24 - $28	1 Added 2.27%	45 $1,000
Q2 2025 Aug 04, 2025	BUY	$20.39 - $30.52 $897 - $1,342	44 New	44 $1,000
Q4 2024 Feb 06, 2025	BUY	$36.59 - $46.03 $2,671 - $3,360	73 Added 155.32%	120 $4,000
Q3 2024 Nov 01, 2024	SELL	$38.07 - $47.26 $1,370 - $1,701	-36 Reduced 43.37%	47 $1,000
Q2 2024 Aug 13, 2024	BUY	$43.23 - $52.76 $3,588 - $4,379	83 New	83 $3,000

Q4 2023 Feb 09, 2024	BUY	$34.44 - $43.51 $1,963 - $2,480	57 New	57 $2,000
Q3 2019 Nov 13, 2019	SELL	$8.9 - $12.64 $471 - $669	-53 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$10.38 - $18.55 $207 - $371	20 Added 60.61%	53 $1,000
Q1 2019 May 14, 2019	SELL	$14.98 - $21.14 $14 - $21	-1 Reduced 2.94%	33 $1,000
Q3 2018 Nov 13, 2018	SELL	$25.17 - $31.94 $226 - $287	-9 Reduced 20.93%	34 $1,000
Q1 2018 May 16, 2018	BUY	$17.22 - $26.89 $120 - $188	7 Added 19.44%	43 $1,000
Q4 2017 Feb 13, 2018	BUY	$16.98 - $22.94 $237 - $321	14 Added 63.64%	36 $1,000
Q4 2015 Sep 15, 2017	BUY	N/A	22	22 $0

About SM Energy Co

Ticker SM
Exchange NYSE
Sector Energy
Industry Oil & Gas E&P
Shares Outstandng 123,000,000
Market Cap $2.32B
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 ...

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