Caption 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 | $3.2M | Buy |
129,389
+85,555
| +195% | +$2.11M | 0.04% | 89 |
|
|
2025
Q1 | $1.31M | Sell |
43,834
-16
| -0% | -$479 | 0.01% | 163 |
|
|
2024
Q4 | $1.7M | Buy |
+43,850
| New | +$1.7M | 0.02% | 143 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 419 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 365 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 334 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 356 |
|