Kiker Wealth Management, LLC SM Holdings History
Number of Shares
39,847.00
Current Holdings Value*
$1.19 Mil
% of Portfolio
0.81%
Total Estimate Gain
$-367,787.81
% of Total Estimate Gain
-25.73%
Kiker Wealth Management, LLC's SM Energy Co Holding Summary
As of 2025-03-31, Kiker Wealth Management, LLC held 39,847.00 shares of SM Energy Co(SM), totaling $1.19 Mil. This investment constitutes 0.81% of their stock portfolio, and Kiker Wealth Management, LLC now holds 0.03% of the outstanding SM Energy Co(SM) stock.
The initial trade took place in 2025Q1. And since then Kiker Wealth Management, LLC has made 1 purchases of SM, at an average price of $35.87, for a total of 39,847.00 shares. Based on historical transaction data and SM's current price of $26.64, Kiker Wealth Management, LLC's estimated gain on his SM holdings is $-367,787.81, reflecting a -25.73% gain to date.
Kiker Wealth Management, LLC SM ($26.64) Holding Chart
Kiker Wealth Management, LLC SM ($26.64) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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