Bank of Montreal’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.16M | Buy |
37,056
+15,728
| +74% | +$359K | ﹤0.01% | 1958 |
|
|
2025
Q4 | $399K | Sell |
21,328
-2,885
| -12% | -$58.4K | ﹤0.01% | 2426 |
|
|
2025
Q3 | $605K | Sell |
24,213
-10,395
| -30% | -$280K | ﹤0.01% | 2182 |
|
|
2025
Q2 | $855K | Sell |
34,608
-867
| -2% | -$21K | ﹤0.01% | 1985 |
|
|
2025
Q1 | $1.06M | Buy |
35,475
+3,694
| +12% | +$132K | ﹤0.01% | 1794 |
|
|
2024
Q4 | $1.23M | Buy |
31,781
+1,113
| +4% | +$47K | ﹤0.01% | 1771 |
|
|
2024
Q3 | $1.22M | Sell |
30,668
-50
| -0.2% | -$2.17K | ﹤0.01% | 1935 |
|
|
2024
Q2 | $1.52M | Sell |
30,718
-47,259
| -61% | -$2.32M | ﹤0.01% | 1795 |
|
|
2024
Q1 | $3.83M | Buy |
77,977
+45,135
| +137% | +$1.85M | ﹤0.01% | 1338 |
|
|
2023
Q4 | $1.28M | Sell |
32,842
-3,312
| -9% | -$128K | ﹤0.01% | 1916 |
|
|
2023
Q3 | $1.48M | Sell |
36,154
-574
| -2% | -$21.8K | ﹤0.01% | 1853 |
|
|
2023
Q2 | $1.17M | Sell |
36,728
-4,689
| -11% | -$132K | ﹤0.01% | 2102 |
|
|
2023
Q1 | $1.24M | Sell |
41,417
-67,915
| -62% | -$2.07M | ﹤0.01% | 1922 |
|
|
2022
Q4 | $4.59M | Buy |
109,332
+46,549
| +74% | +$1.94M | ﹤0.01% | 1340 |
|
|
2022
Q3 | $2.5K | Sell |
62,783
-78,289
| -55% | -$3.08M | ﹤0.01% | 1705 |
|
|
2022
Q2 | $5.46K | Sell |
141,072
-177,432
| -56% | -$7.21M | ﹤0.01% | 1373 |
|
|
2022
Q1 | $13M | Buy |
318,504
+183,260
| +136% | +$6.6M | 0.01% | 1026 |
|
|
2021
Q4 | $4.16M | Sell |
135,244
-336,311
| -71% | -$10.5M | ﹤0.01% | 1298 |
|
|
2021
Q3 | $12.5M | Buy |
471,555
+31,463
| +7% | +$636K | 0.01% | 1165 |
|
|
2021
Q2 | $10.6M | Buy |
440,092
+144,777
| +49% | +$2.8M | 0.01% | 1235 |
|
|
2021
Q1 | $5.08M | Buy |
295,315
+244,514
| +481% | +$3.13M | ﹤0.01% | 1339 |
|
|
2020
Q4 | $469K | Buy |
50,801
+20,421
| +67% | +$68.9K | ﹤0.01% | 2744 |
|
|
2020
Q3 | $45K | Sell |
30,380
-18,856
| -38% | -$52.7K | ﹤0.01% | 3484 |
|
|
2020
Q2 | $160K | Buy |
49,236
+10,907
| +28% | +$35.7K | ﹤0.01% | 2848 |
|
|
2020
Q1 | $45K | Sell |
38,329
-424,618
| -92% | -$3M | ﹤0.01% | 2932 |
|
|
2019
Q4 | $5.21M | Sell |
462,947
-5,885
| -1% | -$53K | ﹤0.01% | 1329 |
|
|
2019
Q3 | $4.54M | Sell |
468,832
-50,481
| -10% | -$515K | ﹤0.01% | 1254 |
|
|
2019
Q2 | $6.5M | Buy |
519,313
+300,685
| +138% | +$4.36M | 0.01% | 1091 |
|
|
2019
Q1 | $3.82M | Buy |
218,628
+45,266
| +26% | +$804K | ﹤0.01% | 1319 |
|
|
2018
Q4 | $2.68M | Buy |
173,362
+79,929
| +86% | +$1.85M | ﹤0.01% | 1377 |
|
|
2018
Q3 | $2.95M | Sell |
93,433
-2,758
| -3% | -$79.2K | ﹤0.01% | 1458 |
|
|
2018
Q2 | $2.47M | Sell |
96,191
-17,383
| -15% | -$406K | ﹤0.01% | 1541 |
|
|
2018
Q1 | $2.05M | Buy |
113,574
+12,124
| +12% | +$262K | ﹤0.01% | 1554 |
|
|
2017
Q4 | $2.24M | Buy |
101,450
+8,818
| +10% | +$178K | ﹤0.01% | 1532 |
|
|
2017
Q3 | $1.64M | Buy |
92,632
+949
| +1% | +$14.8K | ﹤0.01% | 1712 |
|
|
2017
Q2 | $1.52M | Buy |
91,683
+8,893
| +11% | +$176K | ﹤0.01% | 1778 |
|
|
2017
Q1 | $1.99M | Sell |
82,790
-62,939
| -43% | -$1.74M | ﹤0.01% | 1536 |
|
|
2016
Q4 | $5.81M | Buy |
145,729
+87,428
| +150% | +$3.16M | 0.01% | 1016 |
|
|
2016
Q3 | $2.25M | Buy |
58,301
+10,452
| +22% | +$335K | ﹤0.01% | 1436 |
|
|
2016
Q2 | $1.29M | Buy |
47,849
+1,640
| +4% | +$46K | ﹤0.01% | 1715 |
|
|
2016
Q1 | $866K | Sell |
46,209
-88,113
| -66% | -$1.22M | ﹤0.01% | 1824 |
|
|
2015
Q4 | $2.64M | Sell |
134,322
-127,227
| -49% | -$3.88M | ﹤0.01% | 1281 |
|
|
2015
Q3 | $8.38M | Sell |
261,549
-18,067
| -6% | -$655K | 0.01% | 779 |
|
|
2015
Q2 | $12.9M | Buy |
279,616
+126,826
| +83% | +$6.69M | 0.02% | 697 |
|
|
2015
Q1 | $7.9M | Buy |
152,790
+2,260
| +2% | +$98.1K | 0.01% | 894 |
|
|
2014
Q4 | $5.81M | Buy |
150,530
+78,227
| +108% | +$3.92M | 0.01% | 989 |
|
|
2014
Q3 | $5.64M | Buy |
72,303
+10,082
| +16% | +$823K | 0.01% | 1041 |
|
|
2014
Q2 | $5.23M | Buy |
62,221
+3,093
| +5% | +$237K | 0.01% | 1063 |
|
|
2014
Q1 | $4.22M | Buy |
59,128
+1,364
| +2% | +$107K | 0.01% | 1007 |
|
|
2013
Q4 | $4.8M | Sell |
57,764
-5,080
| -8% | -$433K | 0.01% | 847 |
|
|
2013
Q3 | $4.85M | Buy |
62,844
+30,314
| +93% | +$2.1M | 0.01% | 798 |
|
|
2013
Q2 | $1.95M | Buy |
+32,530
| New | +$1.98M | ﹤0.01% | 1105 |
|
Other funds holding SM
VPM
AC
VCM
DSC
