Evoke Wealth, LLC Sm Energy CO Transaction History

Evoke Wealth, LLC

$3.83 Trillion
Q1 2025

A detailed history of Evoke Wealth, LLC transactions in Sm Energy CO stock. As of the latest transaction made, Evoke Wealth, LLC holds 148,207 shares of SM stock, worth $3.51 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

148,207

Previous 152,928 3.09%

Holding current value

$3.51 Million

Previous $5.93 Billion 25.12%

% of portfolio

0.12%

Previous 0.16%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$27.15 - $44.69 $128,175 - $210,981	-4,721 Reduced 3.09%	148,207 $4.44 Billion
Q4 2024 Feb 10, 2025	SELL	$36.59 - $46.03 $184,157 - $231,668	-5,033 Reduced 3.19%	152,928 $5.93 Billion
Q3 2024 Nov 13, 2024	BUY	$38.07 - $47.26 $6.01 Million - $7.47 Million	157,961 New	157,961 $6.31 Billion
Q1 2024 May 15, 2024	SELL	$35.56 - $49.85 $709,564 - $994,706	-19,954 Reduced 10.91%	162,936 $8.12 Million
Q4 2023 Feb 12, 2024	BUY	$34.44 - $43.51 $1,549 - $1,957	45 Added 0.02%	182,890 $7.08 Million
Q3 2023 Nov 13, 2023	SELL	$30.18 - $42.93 $1.21 Million - $1.72 Million	-40,169 Reduced 18.01%	182,845 $7.25 Million
Q2 2023 Aug 09, 2023	SELL	$25.29 - $31.63 $89,248 - $111,622	-3,529 Reduced 1.56%	223,014 $7.05 Million
Q4 2022 Feb 10, 2023	BUY	$33.27 - $47.99 $2.19 Million - $3.16 Million	65,843 Added 40.97%	226,543 $7.89 Million
Q3 2022 Nov 07, 2022	SELL	$30.36 - $46.9 $530,723 - $819,858	-17,481 Reduced 9.81%	160,700 $6.04 Million
Q2 2022 Aug 04, 2022	SELL	$33.14 - $54.36 $1.49 Million - $2.45 Million	-45,000 Reduced 20.16%	178,181 $6.09 Million
Q1 2022 May 10, 2022	SELL	$31.36 - $42.48 $141,120 - $191,160	-4,500 Reduced 1.98%	223,181 $8.69 Million
Q4 2021 Feb 09, 2022	BUY	$27.06 - $37.66 $718,334 - $999,722	26,546 Added 13.2%	227,681 $6.71 Million
Q4 2020 Feb 12, 2021	BUY	$1.4 - $6.67 $122,688 - $584,525	87,635 Added 77.21%	201,135 $1.23 Million
Q1 2020 May 07, 2020	BUY	$1.06 - $12.39 $120,310 - $1.41 Million	113,500 New	113,500 $138 Million
Q4 2019 Feb 07, 2020	SELL	$7.2 - $11.24 $529,200 - $826,140	-73,500 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$8.9 - $12.64 $654,150 - $929,040	73,500 New	73,500 $712 Million

Others Institutions Holding SM

# of Institutions

460

Shares Held

119M

Call Options Held

1.55M

Put Options Held

1.25M

View Full List

About SM Energy Co

Ticker SM
Exchange NYSE
Sector Energy
Industry Oil & Gas E&P
Shares Outstandng 123,000,000
Market Cap $2.91B
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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