Barclays’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 | $13.1M | Buy |
418,552
+129,354
| +45% | +$2.95M | ﹤0.01% | 1315 |
|
|
2025
Q4 | $5.41M | Buy |
289,198
+4,582
| +2% | +$92.8K | ﹤0.01% | 2157 |
|
|
2025
Q3 | $7.11M | Buy |
284,616
+20,260
| +8% | +$546K | ﹤0.01% | 1941 |
|
|
2025
Q2 | $6.53M | Buy |
264,356
+72,421
| +38% | +$1.75M | ﹤0.01% | 1890 |
|
|
2025
Q1 | $5.75M | Sell |
191,935
-62,980
| -25% | -$2.26M | ﹤0.01% | 1804 |
|
|
2024
Q4 | $9.88M | Buy |
254,915
+4,697
| +2% | +$198K | ﹤0.01% | 1585 |
|
|
2024
Q3 | $10M | Buy |
250,218
+80,343
| +47% | +$3.49M | ﹤0.01% | 1487 |
|
|
2024
Q2 | $7.34M | Buy |
169,875
+21
| +0% | +$1.03K | ﹤0.01% | 1321 |
|
|
2024
Q1 | $8.47M | Sell |
169,854
-106,359
| -39% | -$4.35M | ﹤0.01% | 1510 |
|
|
2023
Q4 | $10.7M | Sell |
276,213
-50,702
| -16% | -$1.96M | 0.01% | 1471 |
|
|
2023
Q3 | $13M | Sell |
326,915
-207,684
| -39% | -$7.87M | 0.01% | 891 |
|
|
2023
Q2 | $16.9M | Buy |
534,599
+26,744
| +5% | +$756K | 0.01% | 783 |
|
|
2023
Q1 | $14.3M | Buy |
507,855
+139,254
| +38% | +$4.25M | 0.01% | 1002 |
|
|
2022
Q4 | $12.8M | Buy |
368,601
+39,053
| +12% | +$1.62M | 0.01% | 1089 |
|
|
2022
Q3 | $12.4M | Buy |
329,548
+186,285
| +130% | +$7.33M | 0.01% | 783 |
|
|
2022
Q2 | $4.9M | Sell |
143,263
-536,053
| -79% | -$21.8M | 0.01% | 1356 |
|
|
2022
Q1 | $26.5M | Buy |
679,316
+77,764
| +13% | +$2.8M | 0.02% | 592 |
|
|
2021
Q4 | $17.7M | Buy |
601,552
+9,696
| +2% | +$303K | 0.01% | 991 |
|
|
2021
Q3 | $15.6M | Sell |
591,856
-56,857
| -9% | -$1.15M | 0.01% | 988 |
|
|
2021
Q2 | $16M | Buy |
648,713
+53,806
| +9% | +$1.04M | 0.01% | 992 |
|
|
2021
Q1 | $9.74M | Buy |
594,907
+430,446
| +262% | +$5.5M | 0.01% | 1098 |
|
|
2020
Q4 | $1.01M | Buy |
164,461
+28,453
| +21% | +$95.9K | ﹤0.01% | 2755 |
|
|
2020
Q3 | $216K | Sell |
136,008
-89,923
| -40% | -$251K | ﹤0.01% | 3798 |
|
|
2020
Q2 | $848K | Sell |
225,931
-438,864
| -66% | -$1.44M | ﹤0.01% | 2909 |
|
|
2020
Q1 | $812K | Buy |
664,795
+350,110
| +111% | +$2.48M | ﹤0.01% | 3164 |
|
|
2019
Q4 | $3.54M | Buy |
314,685
+58,398
| +23% | +$526K | ﹤0.01% | 2385 |
|
|
2019
Q3 | $2.48M | Buy |
256,287
+168,263
| +191% | +$1.72M | ﹤0.01% | 2600 |
|
|
2019
Q2 | $1.1M | Buy |
88,024
+39,433
| +81% | +$572K | ﹤0.01% | 3582 |
|
|
2019
Q1 | $850K | Sell |
48,591
-152,504
| -76% | -$2.71M | ﹤0.01% | 3590 |
|
|
2018
Q4 | $3.11M | Buy |
201,095
+102,713
| +104% | +$2.38M | 0.01% | 1974 |
|
|
2018
Q3 | $3.1M | Sell |
98,382
-109,499
| -53% | -$3.14M | ﹤0.01% | 2362 |
|
|
2018
Q2 | $5.34M | Buy |
207,881
+121,359
| +140% | +$2.84M | 0.01% | 1675 |
|
|
2018
Q1 | $1.56M | Sell |
86,522
-44,154
| -34% | -$954K | ﹤0.01% | 2728 |
|
|
2017
Q4 | $2.88M | Buy |
130,676
+60,701
| +87% | +$1.23M | ﹤0.01% | 2107 |
|
|
2017
Q3 | $1.24M | Sell |
69,975
-17,648
| -20% | -$276K | ﹤0.01% | 2802 |
|
|
2017
Q2 | $1.45M | Buy |
87,623
+429
| +0.5% | +$8.51K | ﹤0.01% | 2544 |
|
|
2017
Q1 | $2.1M | Sell |
87,194
-6,333
| -7% | -$175K | ﹤0.01% | 2055 |
|
|
2016
Q4 | $3.23M | Buy |
93,527
+73,420
| +365% | +$2.65M | 0.01% | 1721 |
|
|
2016
Q3 | $776K | Sell |
20,107
-19,844
| -50% | -$636K | ﹤0.01% | 2861 |
|
|
2016
Q2 | $1.08M | Buy |
39,951
+22,926
| +135% | +$643K | ﹤0.01% | 2548 |
|
|
2016
Q1 | $307K | Sell |
17,025
-43,064
| -72% | -$594K | ﹤0.01% | 3528 |
|
|
2015
Q4 | $1.14M | Buy |
60,089
+47,236
| +368% | +$1.44M | ﹤0.01% | 2491 |
|
|
2015
Q3 | $412K | Sell |
12,853
-28,383
| -69% | -$1.03M | ﹤0.01% | 3527 |
|
|
2015
Q2 | $1.9M | Buy |
41,236
+16,016
| +64% | +$845K | ﹤0.01% | 2260 |
|
|
2015
Q1 | $1.29M | Sell |
25,220
-42,354
| -63% | -$1.84M | ﹤0.01% | 2738 |
|
|
2014
Q4 | $2.57M | Buy |
67,574
+54,701
| +425% | +$2.74M | ﹤0.01% | 2301 |
|
|
2014
Q3 | $1M | Sell |
12,873
-2,295
| -15% | -$187K | ﹤0.01% | 3348 |
|
|
2014
Q2 | $1.27M | Buy |
15,168
+7,543
| +99% | +$578K | ﹤0.01% | 3088 |
|
|
2014
Q1 | $541K | Sell |
7,625
-7,632
| -50% | -$597K | ﹤0.01% | 3887 |
|
|
2013
Q4 | $1.27M | Sell |
15,257
-15,764
| -51% | -$1.34M | ﹤0.01% | 3126 |
|
|
2013
Q3 | $2.39M | Buy |
31,021
+5,091
| +20% | +$352K | 0.01% | 2377 |
|
|
2013
Q2 | $1.56M | Buy |
+25,930
| New | +$1.58M | ﹤0.01% | 2815 |
|
Other funds holding SM
VPM
AC
VCM
DSC
