A detailed history of Pathstone Holdings, LLC transactions in Sm Energy CO stock. As of the latest transaction made, Pathstone Holdings, LLC holds 71,599 shares of SM stock, worth $1.35 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
71,599
Previous 56,951 25.72%
Holding current value
$1.35 Million
Previous $1.41 Million 27.01%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2025

BUY
$24.97 - $28.98 $365,760 - $424,499
14,648 Added 25.72%
71,599 $1.79 Million
Q2 2025

Aug 12, 2025

BUY
$20.39 - $30.52 $220,905 - $330,653
10,834 Added 23.49%
56,951 $1.41 Million
Q1 2025

May 15, 2025

SELL
$27.15 - $44.69 $27,883 - $45,896
-1,027 Reduced 2.18%
46,117 $1.38 Million
Q4 2024

Feb 14, 2025

BUY
$36.59 - $46.03 $194,512 - $244,695
5,316 Added 12.71%
47,144 $1.83 Million
Q3 2024

Nov 07, 2024

BUY
$38.07 - $47.26 $129,247 - $160,447
3,395 Added 8.83%
41,828 $1.67 Million
Q2 2024

Aug 14, 2024

BUY
$43.23 - $52.76 $165,095 - $201,490
3,819 Added 11.03%
38,433 $1.66 Million
Q1 2024

May 13, 2024

SELL
$35.56 - $49.85 $85,984 - $120,537
-2,418 Reduced 6.53%
34,614 $1.73 Million
Q4 2023

Feb 14, 2024

BUY
$34.44 - $43.51 $1.28 Million - $1.61 Million
37,032 New
37,032 $1.43 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 $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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