A detailed history of Sequoia Financial Advisors, LLC transactions in Sm Energy CO stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 5,843 shares of SM stock, worth $261,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,843
Previous 5,463 6.96%
Holding current value
$261,941
Previous $236,000 1.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2024

BUY
$38.07 - $47.26 $14,466 - $17,958
380 Added 6.96%
5,843 $233,000
Q2 2024

Jul 15, 2024

SELL
$43.23 - $52.76 $734 - $896
-17 Reduced 0.31%
5,463 $236,000
Q1 2024

Apr 30, 2024

SELL
$35.56 - $49.85 $8,925 - $12,512
-251 Reduced 4.38%
5,480 $273,000
Q4 2023

Jan 25, 2024

BUY
$34.44 - $43.51 $5,889 - $7,440
171 Added 3.08%
5,731 $221,000
Q3 2023

Nov 08, 2023

BUY
$30.18 - $42.93 $167,800 - $238,690
5,560 New
5,560 $220,000

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 $5.51B
  • 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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