Boston Partners’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
Q3 | $2.69M | Buy |
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|
2025
Q2 | $2.27M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $928K | Buy |
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|
2023
Q4 | $679K | Sell |
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|
2023
Q3 | $3.19M | Sell |
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|
2023
Q2 | $2.78M | Buy |
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|
2023
Q1 | $2.41M | Sell |
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|
2022
Q4 | $4.11M | Buy |
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|
2022
Q3 | $4.42M | Buy |
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|
2022
Q2 | $2.06M | Sell |
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|
2022
Q1 | $6.86M | Buy |
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|
2021
Q4 | $2.67M | Sell |
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|
2021
Q3 | $3.71M | Sell |
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|
2021
Q2 | $3.5M | Sell |
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|
2021
Q1 | $2.59M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $18.2M | Sell |
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|
2013
Q2 | $39.5M | Buy |
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