A detailed history of Private Trust CO Na transactions in Sm Energy CO stock. As of the latest transaction made, Private Trust CO Na holds 215 shares of SM stock, worth $9,773. This represents 0.0% of its overall portfolio holdings.

Number of Shares
215
Previous 270 20.37%
Holding current value
$9,773
Previous $11,000 27.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$38.07 - $47.26 $2,093 - $2,599
-55 Reduced 20.37%
215 $8,000
Q2 2024

Jul 23, 2024

BUY
$43.23 - $52.76 $864 - $1,055
20 Added 8.0%
270 $11,000
Q1 2024

Apr 24, 2024

SELL
$35.56 - $49.85 $853 - $1,196
-24 Reduced 8.76%
250 $12,000
Q4 2023

Jan 24, 2024

BUY
$34.44 - $43.51 $3,891 - $4,916
113 Added 70.19%
274 $10,000
Q3 2023

Oct 18, 2023

BUY
$30.18 - $42.93 $1,901 - $2,704
63 Added 64.29%
161 $6,000
Q1 2023

Apr 12, 2023

BUY
$25.32 - $34.02 $2,481 - $3,333
98 New
98 $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 $5.59B
  • 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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