Number of Shares
39,847.00
Current Holdings Value*
$1.19 Mil
% of Portfolio
0.81%
Total Estimate Gain
$-322,362.23
% of Total Estimate Gain
-22.55%

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 $27.78, Kiker Wealth Management, LLC's estimated gain on his SM holdings is $-322,362.23, reflecting a -22.55% gain to date.

Kiker Wealth Management, LLC SM ($27.78) Holding Chart

Kiker Wealth Management, LLC SM ($27.78) 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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