A detailed history of True Wealth Design, LLC transactions in Sm Energy CO stock. As of the latest transaction made, True Wealth Design, LLC holds 33 shares of SM stock, worth $622. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33
Previous 80 58.75%
Holding current value
$622
Previous $2 Million 69.02%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

SELL
$17.85 - $25.85 $838 - $1,214
-47 Reduced 58.75%
33 $620,000
Q3 2025

Oct 21, 2025

BUY
$24.97 - $28.98 $824 - $956
33 Added 70.21%
80 $2 Million
Q2 2025

Aug 06, 2025

BUY
$20.39 - $30.52 $897 - $1,342
44 Added 1466.67%
47 $1.16 Million
Q1 2025

May 13, 2025

BUY
$27.15 - $44.69 $81 - $134
3 New
3 $90,000

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 $2.32B
  • 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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