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 38,898 shares of SM stock, worth $1.68 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
38,898
Previous 38,898 -0.0%
Holding current value
$1.68 Million
Previous $1.51 Million 28.75%
% of portfolio
0.2%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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