Atom Investors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-41,003
| Closed | -$1.23M | – | 771 |
|
2025
Q1 | $1.23M | Buy |
+41,003
| New | +$1.23M | 0.15% | 182 |
|
2022
Q4 | – | Sell |
-31,905
| Closed | -$1.2M | – | 310 |
|
2022
Q3 | $1.2M | Buy |
+31,905
| New | +$1.2M | 0.42% | 71 |
|
2020
Q1 | – | Sell |
-71,527
| Closed | -$804K | – | 355 |
|
2019
Q4 | $804K | Buy |
71,527
+20,371
| +40% | +$229K | 0.07% | 162 |
|
2019
Q3 | $496K | Buy |
+51,156
| New | +$496K | 0.03% | 207 |
|