Baird Financial Group’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 | $9.7M | Buy |
392,484
+3,845
| +1% | +$95K | 0.02% | 530 |
|
|
2025
Q1 | $11.6M | Buy |
388,639
+2,572
| +0.7% | +$77K | 0.02% | 480 |
|
|
2024
Q4 | $15M | Buy |
386,067
+29,428
| +8% | +$1.14M | 0.03% | 409 |
|
|
2024
Q3 | $14.3M | Buy |
356,639
+24,505
| +7% | +$979K | 0.03% | 419 |
|
|
2024
Q2 | $14.4M | Buy |
332,134
+29,063
| +10% | +$1.26M | 0.03% | 398 |
|
|
2024
Q1 | $15.1M | Buy |
303,071
+37,569
| +14% | +$1.87M | 0.03% | 390 |
|
|
2023
Q4 | $10.3M | Buy |
265,502
+29,962
| +13% | +$1.16M | 0.02% | 445 |
|
|
2023
Q3 | $9.34M | Buy |
235,540
+17,503
| +8% | +$694K | 0.03% | 445 |
|
|
2023
Q2 | $6.9M | Buy |
+218,037
| New | +$6.9M | 0.02% | 532 |
|