SM ENERGY CO

Ticker: SM CUSIP: 78454L100 Class: EQTY

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 108,074 Value ($000) $2,699 Avg Close $26.40 Range $23.79 - $28.66
Q2 2025
Shares 107,381 Value ($000) $2,796 Avg Close $23.52 Range $18.97 - $29.62
Q1 2025
Shares 82,108 Value ($000) $2,459 Avg Close $34.54 Range $25.71 - $43.13
Q4 2024
Shares 51,084 Value ($000) $1,980 Avg Close $40.47 Range $34.67 - $44.54
Q3 2024
Shares 48,283 Value ($000) $1,930 Avg Close $41.40 Range $36.09 - $46.14
Q2 2024
Shares 46,499 Value ($000) $2,010 Avg Close $46.69 Range $40.55 - $50.49
Q1 2024
Shares 43,659 Value ($000) $2,176 Avg Close $38.73 Range $32.79 - $47.33
Q4 2023
Shares 44,826 Value ($000) $1,736 Avg Close $36.34 Range $32.19 - $41.10
Q3 2023
Shares 41,134 Value ($000) $1,631 Avg Close $35.61 Range $27.62 - $40.72
Q2 2023
Shares 39,118 Value ($000) $1,237 Avg Close $26.41 Range $23.43 - $29.84
Q1 2023
Shares 38,600 Value ($000) $1,087 Avg Close $28.38 Range $22.96 - $32.08
Q4 2022
Shares 36,285 Value ($000) $1,264 Avg Close $38.51 Range $30.45 - $45.00
Q3 2022
Shares 29,950 Value ($000) $1,024 Avg Close $36.34 Range $27.04 - $44.16
Q2 2022
Shares 29,950 Value ($000) $1,024 Avg Close $37.53 Range $29.67 - $50.77