Byrne Asset 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
Q2 | $42.6K | Buy |
1,725
+252
| +17% | +$6.23K | 0.03% | 266 |
|
|
2025
Q1 | $44.1K | Buy |
1,473
+933
| +173% | +$27.9K | 0.03% | 234 |
|
|
2024
Q4 | $20.9K | Sell |
540
-240
| -31% | -$9.3K | 0.01% | 282 |
|
|
2024
Q3 | $31.2K | Hold |
780
| – | – | 0.02% | 247 |
|
|
2024
Q2 | $33.8K | Hold |
780
| – | – | 0.02% | 238 |
|
|
2024
Q1 | $38.9K | Buy |
780
+80
| +11% | +$3.99K | 0.03% | 223 |
|
|
2023
Q4 | $28K | Buy |
+700
| New | +$28K | 0.02% | 249 |
|
|
2023
Q3 | – | Sell |
-940
| Closed | -$30K | – | 229 |
|
|
2023
Q2 | $30K | Hold |
940
| – | – | 0.02% | 283 |
|
|
2023
Q1 | $26K | Sell |
940
-750
| -44% | -$20.7K | 0.02% | 282 |
|
|
2022
Q4 | $58.9K | Buy |
1,690
+390
| +30% | +$13.6K | 0.04% | 208 |
|
|
2022
Q3 | $49K | Hold |
1,300
| – | – | 0.04% | 207 |
|
|
2022
Q2 | $44K | Hold |
1,300
| – | – | 0.03% | 203 |
|
|
2022
Q1 | $51K | Buy |
+1,300
| New | +$51K | 0.03% | 209 |
|