A detailed history of Jfs Wealth Advisors, LLC transactions in Sm Energy CO stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 82 shares of SM stock, worth $3,774. This represents 0.0% of its overall portfolio holdings.

Number of Shares
82
Previous 87 5.75%
Holding current value
$3,774
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

SELL
$38.07 - $47.26 $190 - $236
-5 Reduced 5.75%
82 $3,000
Q2 2024

Jul 15, 2024

BUY
$43.23 - $52.76 $345 - $422
8 Added 10.13%
87 $3,000
Q4 2023

Feb 07, 2024

SELL
$34.44 - $43.51 $206 - $261
-6 Reduced 7.06%
79 $3,000
Q3 2023

Nov 02, 2023

BUY
$30.18 - $42.93 $1,327 - $1,888
44 Added 107.32%
85 $3,000
Q2 2023

Aug 07, 2023

BUY
$25.29 - $31.63 $632 - $790
25 Added 156.25%
41 $1,000
Q1 2023

Apr 19, 2023

SELL
$25.32 - $34.02 $1,316 - $1,769
-52 Reduced 76.47%
16 $0
Q4 2022

Feb 13, 2023

BUY
$33.27 - $47.99 $99 - $143
3 Added 4.62%
68 $2,000
Q3 2022

Oct 21, 2022

SELL
$30.36 - $46.9 $364 - $562
-12 Reduced 15.58%
65 $2,000
Q2 2022

Aug 02, 2022

BUY
$33.14 - $54.36 $1,358 - $2,228
41 Added 113.89%
77 $3,000
Q1 2022

May 02, 2022

BUY
$31.36 - $42.48 $784 - $1,062
25 Added 227.27%
36 $1,000
Q4 2021

Feb 03, 2022

BUY
$27.06 - $37.66 $297 - $414
11 New
11 $0

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 $5.66B
  • 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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