Capital Counsel’s SM Energy SM Stock Holding History

Capital Counsel’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$294K	Hold
2025 Q1	$357K	Hold
2024 Q4	$461K	Hold
2024 Q3	$476K	Sell
2024 Q2	$623K	Buy
2024 Q1	$593K	Hold
2023 Q4	$461K	Hold
2023 Q3	$472K	Hold
2023 Q2	$377K	Hold
2023 Q1	$335K	Hold
2022 Q4	$415K	Sell
2022 Q3	$490K	Sell
2022 Q2	$513K	Hold
2022 Q1	$584K	Hold
2021 Q4	$442K	Hold
2021 Q3	$396K	Hold
2021 Q2	$369K	Sell
2021 Q1	$377K	Hold
2020 Q4	$141K	Hold
2020 Q3	$37K	Hold
2020 Q2	$86K	Hold
2020 Q1	$28K	Hold
2019 Q4	$259K	Hold
2019 Q3	$223K	Sell
2019 Q2	$596K	Hold
2019 Q1	$833K	Hold
2018 Q4	$737K	Hold
2018 Q3	$1.5M	Sell
2018 Q2	$1.41M	Sell
2018 Q1	$1.32M	Hold
2017 Q4	$1.62M	Hold
2017 Q3	$1.3M	Hold
2017 Q2	$1.21M	Hold
2017 Q1	$1.76M	Hold
2016 Q4	$2.53M	Sell
2016 Q3	$3.21M	Hold
2016 Q2	$2.24M	Hold
2016 Q1	$1.56M	Hold
2015 Q4	$1.63M	Hold
2015 Q3	$2.66M	Hold
2015 Q2	$3.83M	Sell
2015 Q1	$5.4M	Buy