Cambria 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-253,075
| Closed | -$10.1M | – | 410 |
|
|
2024
Q3 | $10.1M | Sell |
253,075
-5,537
| -2% | -$221K | 0.61% | 91 |
|
|
2024
Q2 | $11.2M | Sell |
258,612
-5,229
| -2% | -$226K | 0.68% | 91 |
|
|
2024
Q1 | $13.2M | Buy |
263,841
+23,600
| +10% | +$1.18M | 0.79% | 14 |
|
|
2023
Q4 | $9.3M | Buy |
240,241
+76,654
| +47% | +$2.97M | 0.65% | 84 |
|
|
2023
Q3 | $6.49M | Buy |
+163,587
| New | +$6.49M | 0.53% | 98 |
|