Aventail Capital Group’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
Q3 | $1.04M | Sell |
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|
2025
Q2 | $4.14M | Hold |
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|
2025
Q1 | $5.02M | Sell |
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|
2024
Q4 | $9.69M | Sell |
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|
2024
Q3 | $40.6M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $53.9M | Buy |
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|
2023
Q3 | $16.5M | Sell |
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|
2023
Q2 | $21M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $68.6M | Buy |
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|
2022
Q2 | $34.2M | Buy |
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|
2022
Q1 | $24.8M | Sell |
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|
2021
Q4 | $30M | Buy |
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|
2021
Q3 | $12.9M | Buy |
|