A detailed history of Kore Private Wealth LLC transactions in Sm Energy CO stock. As of the latest transaction made, Kore Private Wealth LLC holds 47,992 shares of SM stock, worth $1.8 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
47,992
Previous 52,521 8.62%
Holding current value
$1.8 Million
Previous $1.8 Million 0.5%
% of portfolio
0.33%
Previous 0.28%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$30.36 - $46.9 $137,500 - $212,410
-4,529 Reduced 8.62%
47,992 $1.81 Million
Q2 2022

Aug 15, 2022

SELL
$33.14 - $54.36 $77,746 - $127,528
-2,346 Reduced 4.28%
52,521 $1.8 Million
Q1 2022

May 13, 2022

BUY
$31.36 - $42.48 $51,367 - $69,582
1,638 Added 3.08%
54,867 $2.14 Million
Q4 2021

May 13, 2022

SELL
$27.06 - $37.66 $5,817 - $8,096
-215 Reduced 0.4%
53,229 $1.57 Million
Q4 2021

Feb 11, 2022

SELL
$27.06 - $37.66 $145,934 - $203,100
-5,393 Reduced 9.17%
53,444 $1.58 Million
Q3 2021

Nov 15, 2021

BUY
$15.26 - $26.39 $207,917 - $359,563
13,625 Added 30.14%
58,837 $1.55 Million
Q2 2021

Aug 13, 2021

BUY
$15.69 - $26.65 $3,373 - $5,729
215 Added 0.48%
45,212 $1.11 Million
Q1 2021

May 18, 2021

BUY
$6.36 - $19.49 $286,180 - $876,991
44,997 New
44,997 $737,000

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
Track This Portfolio

Track Kore Private Wealth LLC Portfolio

Follow Kore Private Wealth LLC 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 Kore Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kore Private Wealth LLC with notifications on news.