A detailed history of Ever Source Wealth Advisors, LLC transactions in Sm Energy CO stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,421 shares of SM stock, worth $63,703. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,421
Previous 1,597 11.02%
Holding current value
$63,703
Previous $69,000 18.84%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

SELL
$38.07 - $47.26 $6,700 - $8,317
-176 Reduced 11.02%
1,421 $56,000
Q2 2024

Aug 13, 2024

BUY
$43.23 - $52.76 $475 - $580
11 Added 0.69%
1,597 $69,000
Q1 2024

Jun 11, 2024

BUY
$35.56 - $49.85 $675 - $947
19 Added 1.21%
1,586 $79,000
Q4 2023

Feb 09, 2024

BUY
$34.44 - $43.51 $964 - $1,218
28 Added 1.82%
1,567 $60,000
Q3 2023

Nov 03, 2023

BUY
$30.18 - $42.93 $120 - $171
4 Added 0.26%
1,539 $61,000
Q2 2023

Aug 04, 2023

BUY
$25.29 - $31.63 $29,741 - $37,196
1,176 Added 327.58%
1,535 $48,000
Q1 2023

May 11, 2023

BUY
$25.32 - $34.02 $5,722 - $7,688
226 Added 169.92%
359 $10,000
Q4 2022

Feb 09, 2023

SELL
$33.27 - $47.99 $964 - $1,391
-29 Reduced 17.9%
133 $4,000
Q3 2022

Nov 07, 2022

SELL
$30.36 - $46.9 $4,887 - $7,550
-161 Reduced 49.85%
162 $6,000
Q1 2022

May 25, 2022

SELL
$31.36 - $42.48 $1,191 - $1,614
-38 Reduced 10.53%
323 $13,000
Q4 2021

Feb 07, 2022

BUY
$27.06 - $37.66 $9,768 - $13,595
361 New
361 $11,000

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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