Advisors Asset Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $16.5K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $79K | Buy |
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|
2016
Q3 | $81K | Sell |
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|
2016
Q2 | $1.25M | Sell |
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|
2016
Q1 | $947K | Sell |
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|
2015
Q4 | $1.12M | Sell |
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|
2015
Q3 | $2.12M | Sell |
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|
2015
Q2 | $3.54M | Sell |
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|
2015
Q1 | $4.33M | Buy |
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|
2014
Q4 | $1.99M | Buy |
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|
2014
Q3 | $1.36M | Buy |
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|
2014
Q2 | $1.08M | Buy |
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|
2014
Q1 | $663K | Buy |
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|
2013
Q4 | $507K | Buy |
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|
2013
Q3 | $311K | Buy |
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|
2013
Q2 | $126K | Buy |
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