SM Energy shares owned by Lee Financial
Historical chart of Lee Financial investment in SM Energy
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Quarterly reported holdings in SM Energy by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $200k | 8.0k | 24.97 |
| 2024-12-31 | $310k | 8.0k | 38.76 |
| 2024-09-30 | $320k | 8.0k | 39.97 |
| 2023-12-31 | $7.2k | 185 | 38.72 |
| 2023-09-30 | $7.3k | 185 | 39.65 |
| 2023-06-30 | $5.9k | 185 | 31.63 |
| 2023-03-31 | $5.2k | 185 | 28.16 |
| 2022-12-31 | $289k | 8.3k | 34.83 |
| 2022-09-30 | $301k | 8.0k | 37.63 |
| 2022-06-30 | $274k | 8.0k | 34.25 |
| 2022-03-31 | $312k | 8.0k | 39.00 |
| 2021-12-31 | $236k | 8.0k | 29.50 |
| 2021-09-30 | $211k | 8.0k | 26.38 |
| 2021-06-30 | $197k | 8.0k | 24.63 |
| 2021-03-31 | $131k | 8.0k | 16.38 |
| 2020-12-31 | $49k | 8.0k | 6.13 |
| 2020-09-30 | $13k | 8.0k | 1.63 |
| 2020-06-30 | $30k | 8.0k | 3.75 |
| 2020-03-31 | $10k | 8.0k | 1.25 |
| 2019-12-31 | $90k | 8.0k | 11.25 |
| 2019-09-30 | $78k | 8.0k | 9.75 |
| 2019-06-30 | $100k | 8.0k | 12.50 |
| 2019-03-31 | $140k | 8.0k | 17.50 |
| 2018-12-31 | $124k | 8.0k | 15.50 |
| 2018-09-30 | $252k | 8.0k | 31.50 |
| 2018-06-30 | $206k | 8.0k | 25.75 |
| 2018-03-31 | $144k | 8.0k | 18.00 |
| 2017-12-31 | $177k | 8.0k | 22.12 |
| 2017-09-30 | $142k | 8.0k | 17.75 |
| 2017-06-30 | $132k | 8.0k | 16.50 |
| 2017-03-31 | $192k | 8.0k | 24.00 |
| 2016-12-31 | $138k | 4.0k | 34.50 |