A detailed history of Kestra Advisory Services, LLC transactions in Sm Energy CO stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 11,277 shares of SM stock, worth $487,504. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,277
Previous 11,534 2.23%
Holding current value
$487,504
Previous $446,000 26.01%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$35.56 - $49.85 $9,138 - $12,811
-257 Reduced 2.23%
11,277 $562,000
Q4 2023

Feb 14, 2024

BUY
$34.44 - $43.51 $21,283 - $26,889
618 Added 5.66%
11,534 $446,000
Q3 2023

Nov 09, 2023

BUY
$30.18 - $42.93 $3,289 - $4,679
109 Added 1.01%
10,916 $432,000
Q2 2023

Aug 11, 2023

BUY
$25.29 - $31.63 $21,420 - $26,790
847 Added 8.5%
10,807 $341,000
Q1 2023

May 12, 2023

SELL
$25.32 - $34.02 $21,724 - $29,189
-858 Reduced 7.93%
9,960 $280,000
Q4 2022

Jan 31, 2023

BUY
$33.27 - $47.99 $27,148 - $39,159
816 Added 8.16%
10,818 $376,000
Q3 2022

Nov 01, 2022

SELL
$30.36 - $46.9 $8,986 - $13,882
-296 Reduced 2.87%
10,002 $376 Million
Q2 2022

Aug 12, 2022

BUY
$33.14 - $54.36 $20,281 - $33,268
612 Added 6.32%
10,298 $352,000
Q1 2022

Apr 26, 2022

SELL
$31.36 - $42.48 $376 - $509
-12 Reduced 0.12%
9,686 $377,000
Q4 2021

Jan 20, 2022

BUY
$27.06 - $37.66 $262,427 - $365,226
9,698 New
9,698 $285,000

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 $5.32B
  • 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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