A detailed history of Bell Investment Advisors, Inc transactions in Sm Energy CO stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 164 shares of SM stock, worth $7,402. This represents 0.0% of its overall portfolio holdings.

Number of Shares
164
Previous 109 50.46%
Holding current value
$7,402
Previous $4,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$38.07 - $47.26 $2,093 - $2,599
55 Added 50.46%
164 $6,000
Q1 2024

May 08, 2024

BUY
$35.56 - $49.85 $497 - $697
14 Added 14.74%
109 $5,000
Q3 2023

Nov 08, 2023

BUY
$30.18 - $42.93 $422 - $601
14 Added 17.28%
95 $3,000
Q2 2023

Aug 09, 2023

SELL
$25.29 - $31.63 $1,390 - $1,739
-55 Reduced 40.44%
81 $2,000
Q1 2023

May 10, 2023

BUY
$25.32 - $34.02 $2,126 - $2,857
84 Added 161.54%
136 $3,000
Q4 2022

Feb 08, 2023

BUY
$33.27 - $47.99 $332 - $479
10 Added 23.81%
52 $1,000
Q3 2022

Nov 09, 2022

BUY
$30.36 - $46.9 $60 - $93
2 Added 5.0%
42 $2,000
Q2 2022

Aug 12, 2022

BUY
$33.14 - $54.36 $430 - $706
13 Added 48.15%
40 $1,000
Q3 2021

Nov 12, 2021

BUY
$15.26 - $26.39 $412 - $712
27 New
27 $1,000

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 $5.55B
  • 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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