Cerity Partners’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Buy |
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|
2025
Q2 | $973K | Buy |
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|
2025
Q1 | $963K | Sell |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $3.39M | Buy |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $935K | Buy |
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|
2023
Q2 | $685K | Buy |
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|
2023
Q1 | $606K | Buy |
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|
2022
Q4 | $745K | Sell |
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|
2022
Q3 | $827K | Sell |
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|
2022
Q2 | $782K | Buy |
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|
2022
Q1 | $876K | Sell |
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|
2021
Q4 | $667K | Buy |
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|
2021
Q3 | $587K | Buy |
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|
2021
Q2 | $547K | Hold |
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|
2021
Q1 | $364K | Hold |
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|
2020
Q4 | $136K | Sell |
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|
2020
Q3 | $89K | Hold |
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|
2020
Q2 | $209K | Hold |
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|
2020
Q1 | $68K | Hold |
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|
2019
Q4 | $627K | Sell |
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|
2019
Q3 | $542K | Buy |
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|
2019
Q2 | $698K | Sell |
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|
2019
Q1 | $983K | Buy |
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|
2018
Q4 | $867K | Buy |
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|
2018
Q3 | $1.76M | Buy |
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|
2018
Q2 | $1.43M | Buy |
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $1.23M | Buy |
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|
2017
Q3 | $989K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.34M | Buy |
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