A detailed history of Avion Wealth transactions in Sm Energy CO stock. As of the latest transaction made, Avion Wealth holds 65 shares of SM stock, worth $1,226. This represents 0.0% of its overall portfolio holdings.

Number of Shares
65
Previous 85 23.53%
Holding current value
$1,226
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

SELL
$24.97 - $28.98 $499 - $579
-20 Reduced 23.53%
65 $1,000
Q2 2025

Jul 30, 2025

BUY
$20.39 - $30.52 $1,733 - $2,594
85 New
85 $2,000
Q4 2024

Jan 29, 2025

SELL
$36.59 - $46.03 $402 - $506
-11 Reduced 22.92%
37 $1,000
Q3 2024

Oct 18, 2024

BUY
$38.07 - $47.26 $418 - $519
11 Added 29.73%
48 $1,000
Q2 2023

Jul 14, 2023

BUY
$25.29 - $31.63 $935 - $1,170
37 New
37 $1,000

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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