A detailed history of Congress Wealth Management LLC transactions in Sm Energy CO stock. As of the latest transaction made, Congress Wealth Management LLC holds 110,773 shares of SM stock, worth $4.96 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
110,773
Previous 108,413 2.18%
Holding current value
$4.96 Million
Previous $4.69 Million 5.53%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Nov 12, 2024

BUY
$38.07 - $47.26 $89,845 - $111,533
2,360 Added 2.18%
110,773 $4.43 Million
Q2 2024

Aug 13, 2024

BUY
$43.23 - $52.76 $167,213 - $204,075
3,868 Added 3.7%
108,413 $4.69 Million
Q1 2024

Apr 18, 2024

BUY
$35.56 - $49.85 $833,455 - $1.17 Million
23,438 Added 28.9%
104,545 $5.21 Million
Q4 2023

Feb 09, 2024

BUY
$34.44 - $43.51 $2.79 Million - $3.53 Million
81,107 New
81,107 $3.14 Million

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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