Brandywine Global Investment Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-388,761
| Closed | -$15.1M | – | 618 |
|
|
2024
Q4 | $15.1M | Buy |
388,761
+267,789
| +221% | +$10.4M | 0.11% | 189 |
|
|
2024
Q3 | $5.4M | Buy |
120,972
+91,889
| +316% | +$4.1M | 0.04% | 392 |
|
|
2024
Q2 | $1.26M | Sell |
29,083
-358,559
| -92% | -$15.5M | 0.01% | 608 |
|
|
2024
Q1 | $19.3M | Buy |
387,642
+69,711
| +22% | +$3.48M | 0.14% | 163 |
|
|
2023
Q4 | $12.3M | Buy |
+317,931
| New | +$12.3M | 0.1% | 212 |
|
|
2019
Q1 | – | Sell |
-385,196
| Closed | -$5.96M | – | 884 |
|
|
2018
Q4 | $5.96M | Buy |
385,196
+20,014
| +5% | +$310K | 0.04% | 330 |
|
|
2018
Q3 | $11.5M | Buy |
365,182
+34,463
| +10% | +$1.09M | 0.07% | 226 |
|
|
2018
Q2 | $8.5M | Sell |
330,719
-14,060
| -4% | -$361K | 0.05% | 286 |
|
|
2018
Q1 | $6.22M | Buy |
+344,779
| New | +$6.22M | 0.04% | 378 |
|