A detailed history of Heritage Family Offices, LLP transactions in Sm Energy CO stock. As of the latest transaction made, Heritage Family Offices, LLP holds 6,237 shares of SM stock, worth $233,139. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,237
Previous 5,511 13.17%
Holding current value
$233,139
Previous $220 Million 9.74%
% of portfolio
0.12%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
$36.59 - $46.03 $26,564 - $33,417
726 Added 13.17%
6,237 $242 Million
Q3 2024

Oct 16, 2024

SELL
$38.07 - $47.26 $13,895 - $17,249
-365 Reduced 6.21%
5,511 $220 Million
Q2 2024

Aug 01, 2024

BUY
$43.23 - $52.76 $254,019 - $310,017
5,876 New
5,876 $254 Million

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 $4.6B
  • 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

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.