A detailed history of Waldron Private Wealth LLC transactions in Sm Energy CO stock. As of the latest transaction made, Waldron Private Wealth LLC holds 35,521 shares of SM stock, worth $1.33 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
35,521
Previous 35,516 0.01%
Holding current value
$1.33 Million
Previous $1.54 Million 7.56%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 21, 2024

BUY
$38.07 - $47.26 $190 - $236
5 Added 0.01%
35,521 $1.42 Million
Q4 2023

Aug 29, 2024

SELL
$34.44 - $43.51 $1,102 - $1,392
-32 Reduced 0.09%
35,516 $1.38 Million
Q4 2023

Jan 30, 2024

SELL
$34.44 - $43.51 $1,102 - $1,392
-32 Reduced 0.09%
35,516 $1.38 Million
Q3 2023

Aug 29, 2024

SELL
$30.18 - $42.93 $6,639 - $9,444
-220 Reduced 0.62%
35,548 $1.41 Million
Q3 2023

Oct 26, 2023

SELL
$30.18 - $42.93 $6,639 - $9,444
-220 Reduced 0.62%
35,548 $1.41 Million
Q2 2023

Aug 29, 2024

SELL
$25.29 - $31.63 $53,033 - $66,328
-2,097 Reduced 5.54%
35,768 $1.13 Million
Q2 2023

Aug 07, 2023

SELL
$25.29 - $31.63 $53,033 - $66,328
-2,097 Reduced 5.54%
35,768 $1.13 Million
Q1 2023

Aug 29, 2024

BUY
$25.32 - $34.02 $59,476 - $79,912
2,349 Added 6.61%
37,865 $1.07 Million
Q1 2023

May 02, 2023

BUY
$25.32 - $34.02 $8,026 - $10,784
317 Added 0.84%
37,865 $1.07 Million
Q3 2022

Nov 14, 2022

BUY
$30.36 - $46.9 $75,414 - $116,499
2,484 Added 7.08%
37,548 $1.41 Million
Q2 2022

Aug 03, 2022

BUY
$33.14 - $54.36 $89,511 - $146,826
2,701 Added 8.35%
35,064 $1.2 Million
Q1 2022

May 04, 2022

BUY
$31.36 - $42.48 $1,411 - $1,911
45 Added 0.14%
32,363 $1.26 Million
Q4 2019

Feb 07, 2020

SELL
$7.2 - $11.24 $23,140 - $36,125
-3,214 Reduced 9.05%
32,318 $363,000
Q3 2018

Nov 20, 2018

SELL
$25.17 - $31.94 $503 - $638
-20 Reduced 0.06%
35,532 $1.12 Million
Q2 2017

Aug 14, 2017

BUY
N/A
35,552
35,552 $587,000

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 $4.62B
  • 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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