Bessemer 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 | $21K | Buy |
852
+407
| +91% | +$10K | ﹤0.01% | 1574 |
|
|
2025
Q1 | $13K | Buy |
445
+118
| +36% | +$3.45K | ﹤0.01% | 1688 |
|
|
2024
Q4 | $13K | Buy |
327
+123
| +60% | +$4.89K | ﹤0.01% | 1664 |
|
|
2024
Q3 | $8K | Buy |
204
+105
| +106% | +$4.12K | ﹤0.01% | 1762 |
|
|
2024
Q2 | $4K | Sell |
99
-110
| -53% | -$4.44K | ﹤0.01% | 1789 |
|
|
2024
Q1 | $10K | Hold |
209
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q4 | $8K | Hold |
209
| – | – | ﹤0.01% | 1654 |
|
|
2023
Q3 | $8K | Hold |
209
| – | – | ﹤0.01% | 1639 |
|
|
2023
Q2 | $6K | Buy |
209
+99
| +90% | +$2.84K | ﹤0.01% | 1780 |
|
|
2023
Q1 | $3K | Sell |
110
-501
| -82% | -$13.7K | ﹤0.01% | 1782 |
|
|
2022
Q4 | $21K | Hold |
611
| – | – | ﹤0.01% | 1308 |
|
|
2022
Q3 | $23K | Hold |
611
| – | – | ﹤0.01% | 1336 |
|
|
2022
Q2 | $21K | Buy |
611
+501
| +455% | +$17.2K | ﹤0.01% | 1252 |
|
|
2022
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 1618 |
|
|
2021
Q4 | $3K | Buy |
+110
| New | +$3K | ﹤0.01% | 1736 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$3K | – | 1852 |
|
|
2019
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1569 |
|
|
2019
Q1 | $4K | Sell |
200
-4,660
| -96% | -$93.2K | ﹤0.01% | 1631 |
|
|
2018
Q4 | $75K | Buy |
+4,860
| New | +$75K | ﹤0.01% | 1220 |
|
|
2017
Q4 | – | Sell |
-10,035
| Closed | -$178K | – | 1810 |
|
|
2017
Q3 | $178K | Hold |
10,035
| – | – | ﹤0.01% | 1084 |
|
|
2017
Q2 | $166K | Hold |
10,035
| – | – | ﹤0.01% | 1094 |
|
|
2017
Q1 | $241K | Hold |
10,035
| – | – | ﹤0.01% | 1046 |
|
|
2016
Q4 | $346K | Sell |
10,035
-224,598
| -96% | -$7.74M | ﹤0.01% | 973 |
|
|
2016
Q3 | $9.05M | Hold |
234,633
| – | – | 0.05% | 231 |
|
|
2016
Q2 | $6.34M | Sell |
234,633
-3,245
| -1% | -$87.6K | 0.03% | 265 |
|
|
2016
Q1 | $4.46M | Hold |
237,878
| – | – | 0.03% | 315 |
|
|
2015
Q4 | $4.68M | Buy |
237,878
+224,490
| +1,677% | +$4.41M | 0.03% | 270 |
|
|
2015
Q3 | $429K | Sell |
13,388
-26,887
| -67% | -$862K | ﹤0.01% | 666 |
|
|
2015
Q2 | $1.86M | Hold |
40,275
| – | – | 0.01% | 435 |
|
|
2015
Q1 | $2.08M | Hold |
40,275
| – | – | 0.01% | 399 |
|
|
2014
Q4 | $1.55M | Buy |
40,275
+26,995
| +203% | +$1.04M | 0.01% | 418 |
|
|
2014
Q3 | $1.04M | Hold |
13,280
| – | – | 0.01% | 452 |
|
|
2014
Q2 | $1.12M | Hold |
13,280
| – | – | 0.01% | 432 |
|
|
2014
Q1 | $947K | Hold |
13,280
| – | – | 0.01% | 426 |
|
|
2013
Q4 | $1.1M | Sell |
13,280
-4,000
| -23% | -$333K | 0.01% | 427 |
|
|
2013
Q3 | $1.33M | Sell |
17,280
-4
| -0% | -$309 | 0.01% | 370 |
|
|
2013
Q2 | $1.04M | Buy |
+17,284
| New | +$1.04M | 0.01% | 387 |
|