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Aquatic Capital Management’s SM Energy SM Stock Holding History

Aquatic Capital Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-21,127
Closed -$395K – 1782
2025
Q4 		$395K Sell
21,127
-52,067
-71% -$1.05M 0.01% 808
2025
Q3 		$1.83M Buy
+73,194
New +$1.97M 0.03% 509
2025
Q1 		– Sell
-51,771
Closed -$2.01M – 1601
2024
Q4 		$2.01M Sell
51,771
-40,827
-44% -$1.72M 0.05% 375
2024
Q3 		$3.7M Buy
92,598
+74,198
+403% +$3.22M 0.1% 241
2024
Q2 		$795K Buy
+18,400
New +$904K 0.03% 441
2023
Q4 		– Sell
-25,100
Closed -$995K – 1606
2023
Q3 		$995K Buy
+25,100
New +$952K 0.04% 344
2023
Q1 		– Sell
-91,400
Closed -$3.18M – 1711
2022
Q4 		$3.18M Buy
+91,400
New +$3.8M 0.23% 105

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