Tci Wealth Advisors, Inc. Sm Energy CO Transaction History

Tci Wealth Advisors, Inc.

$1.52 Billion
Q3 2025

A detailed history of Tci Wealth Advisors, Inc. transactions in Sm Energy CO stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 29,459 shares of SM stock, worth $641,911. This represents 0.05% of its overall portfolio holdings.

Number of Shares

29,459

Previous 38,805 24.08%

Holding current value

$641,911

Previous $958,000 23.28%

% of portfolio

0.05%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$24.97 - $28.98 $233,369 - $270,847	-9,346 Reduced 24.08%	29,459 $735,000
Q2 2025 Jul 16, 2025	BUY	$20.39 - $30.52 $122 - $183	6 Added 0.02%	38,805 $958,000
Q1 2025 Apr 21, 2025	SELL	$27.15 - $44.69 $2,687 - $4,424	-99 Reduced 0.25%	38,799 $1.16 Million
Q3 2023 Oct 31, 2023	SELL	$30.18 - $42.93 $5,221 - $7,426	-173 Reduced 0.44%	38,898 $1.54 Million
Q1 2021 Apr 29, 2021	SELL	$6.36 - $19.49 $9,679 - $29,663	-1,522 Reduced 3.75%	39,071 $640,000
Q4 2020 Jan 21, 2021	SELL	$1.4 - $6.67 $498 - $2,374	-356 Reduced 0.87%	40,593 $248,000
Q3 2020 Oct 20, 2020	BUY	$1.59 - $4.1 $1,548 - $3,993	974 Added 2.44%	40,949 $65,000
Q4 2019 Jan 27, 2020	SELL	$7.2 - $11.24 $1,094 - $1,708	-152 Reduced 0.38%	39,975 $449,000
Q3 2019 Oct 17, 2019	BUY	$8.9 - $12.64 $1,352 - $1,921	152 Added 0.38%	40,127 $389,000
Q2 2019 Jul 23, 2019	SELL	$10.38 - $18.55 $4,203 - $7,512	-405 Reduced 1.0%	39,975 $500,000
Q1 2019 Apr 11, 2019	SELL	$14.98 - $21.14 $374 - $528	-25 Reduced 0.06%	40,380 $706,000
Q4 2018 Jan 17, 2019	SELL	$13.49 - $33.47 $18,400 - $45,653	-1,364 Reduced 3.27%	40,405 $625,000
Q1 2018 Apr 30, 2018	BUY	$17.22 - $26.89 $2,703 - $4,221	157 Added 0.38%	41,769 $753,000
Q3 2017 Oct 24, 2017	BUY	$12.79 - $18.77 $972 - $1,426	76 Added 0.18%	41,612 $738,000
Q2 2017 Aug 10, 2017	BUY	N/A	41,536	41,536 $687,000

Others Institutions Holding SM

# of Institutions

437

Shares Held

117M

Call Options Held

1.59M

Put Options Held

1.26M

View Full List

About SM Energy Co

Ticker SM
Exchange NYSE
Sector Energy
Industry Oil & Gas E&P
Shares Outstandng 123,000,000
Market Cap $2.68B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Sm Energy CO Transaction History