A detailed history of Orion Portfolio Solutions, LLC transactions in Sm Energy CO stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 14,849 shares of SM stock, worth $543,324. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,849
Previous 28,202 47.35%
Holding current value
$543,324
Previous $1.22 Million 51.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 15, 2024

SELL
$38.07 - $47.26 $508,348 - $631,062
-13,353 Reduced 47.35%
14,849 $593,000
Q2 2024

Aug 13, 2024

SELL
$43.23 - $52.76 $108,766 - $132,744
-2,516 Reduced 8.19%
28,202 $1.22 Million
Q1 2024

May 09, 2024

SELL
$35.56 - $49.85 $253,365 - $355,181
-7,125 Reduced 18.83%
30,718 $1.53 Million
Q4 2023

Feb 09, 2024

BUY
$34.44 - $43.51 $211,220 - $266,846
6,133 Added 19.34%
37,843 $1.47 Million
Q3 2023

Nov 01, 2023

SELL
$30.18 - $42.93 $411,474 - $585,307
-13,634 Reduced 30.07%
31,710 $1.26 Million
Q2 2023

Aug 17, 2023

BUY
$25.29 - $31.63 $296,525 - $370,861
11,725 Added 34.88%
45,344 $1.43 Million
Q2 2023

Aug 14, 2023

BUY
$25.29 - $31.63 $588,422 - $735,935
23,267 Added 224.76%
33,619 $1.06 Million
Q1 2023

Aug 30, 2023

SELL
$25.32 - $34.02 $328,223 - $441,001
-12,963 Reduced 28.59%
32,381 $911,000
Q1 2023

May 15, 2023

BUY
$25.32 - $34.02 $262,112 - $352,175
10,352 New
10,352 $291,000
Q3 2020

Nov 13, 2020

SELL
$1.59 - $4.1 $178 - $459
-112 Closed
0 $0
Q2 2020

Aug 19, 2020

SELL
$1.03 - $6.93 $74 - $498
-72 Reduced 39.13%
112 $0
Q1 2020

May 15, 2020

BUY
$1.06 - $12.39 $41 - $483
39 Added 26.9%
184 $0
Q4 2019

Feb 14, 2020

BUY
$7.2 - $11.24 $1,044 - $1,629
145 New
145 $2,000

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 $4.5B
  • 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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