Bank of America’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 | $28.3M | Buy |  | |||||
| 2025 Q1 | $28.1M | Buy |  | |||||
| 2024 Q4 | $19.8M | Sell |  | |||||
| 2024 Q3 | $32.2M | Sell |  | |||||
| 2024 Q2 | $40.5M | Buy |  | |||||
| 2024 Q1 | $33M | Buy |  | |||||
| 2023 Q4 | $20.8M | Buy |  | |||||
| 2023 Q3 | $17.4M | Sell |  | |||||
| 2023 Q2 | $21.9M | Buy |  | |||||
| 2023 Q1 | $16M | Buy |  | |||||
| 2022 Q4 | $18.9M | Buy |  | |||||
| 2022 Q3 | $18.1M | Sell |  | |||||
| 2022 Q2 | $17.7M | Sell |  | |||||
| 2022 Q1 | $27M | Buy |  | |||||
| 2021 Q4 | $20M | Sell |  | |||||
| 2021 Q3 | $20.8M | Sell |  | |||||
| 2021 Q2 | $23.1M | Buy |  | |||||
| 2021 Q1 | $14.9M | Buy |  | |||||
| 2020 Q4 | $727K | Buy |  | |||||
| 2020 Q3 | $148K | Sell |  | |||||
| 2020 Q2 | $1.53M | Sell |  | |||||
| 2020 Q1 | $1.26M | Buy |  | |||||
| 2019 Q4 | $5.35M | Sell |  | |||||
| 2019 Q3 | $4.74M | Buy |  | |||||
| 2019 Q2 | $5.6M | Sell |  | |||||
| 2019 Q1 | $14.7M | Buy |  | |||||
| 2018 Q4 | $12.1M | Sell |  | |||||
| 2018 Q3 | $95.3M | Sell |  | |||||
| 2018 Q2 | $89.2M | Buy |  | |||||
| 2018 Q1 | $20.2M | Sell |  | |||||
| 2017 Q4 | $26.6M | Sell |  | |||||
| 2017 Q3 | $23.7M | Buy |  | |||||
| 2017 Q2 | $19.4M | Buy |  | |||||
| 2017 Q1 | $24.3M | Buy |  | |||||
| 2016 Q4 | $26M | Buy |  | |||||
| 2016 Q3 | $17.6M | Buy |  | |||||
| 2016 Q2 | $3.04M | Sell |  | |||||
| 2016 Q1 | $3.54M | Sell |  | |||||
| 2015 Q4 | $13.5M | Buy |  | |||||
| 2015 Q3 | $20.7M | Buy |  | |||||
| 2015 Q2 | $12.5M | Sell |  | |||||
| 2015 Q1 | $14.9M | Sell |  | |||||
| 2014 Q4 | $11.9M | Sell |  | |||||
| 2014 Q3 | $37.1M | Buy |  | |||||
| 2014 Q2 | $38M | Buy |  | |||||
| 2014 Q1 | $22.8M | Sell |  | |||||
| 2013 Q4 | $29.9M | Sell |  | |||||
| 2013 Q3 | $35.7M | Buy |  | |||||
| 2013 Q2 | $18.1M | Buy |  |