Bailard’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
Q2 | $287K | Hold |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $450K | Hold |
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|
2024
Q3 | $464K | Buy |
|
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|
2024
Q2 | $419K | Hold |
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|
2024
Q1 | $484K | Hold |
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $508K | Hold |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $434K | Hold |
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|
2022
Q4 | $536K | Hold |
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|
2022
Q3 | $579K | Sell |
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|
2022
Q2 | $581K | Hold |
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|
2022
Q1 | $662K | Hold |
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|
2021
Q4 | $501K | Sell |
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|
2021
Q3 | $754K | Hold |
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|
2021
Q2 | $704K | Sell |
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|
2021
Q1 | $658K | Hold |
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|
2020
Q4 | $246K | Buy |
|