Charles Schwab’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
Q2 | $31.8M | Buy |
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|
2025
Q1 | $36.9M | Sell |
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|
2024
Q4 | $48.7M | Buy |
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|
2024
Q3 | $48.9M | Buy |
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|
2024
Q2 | $51.9M | Buy |
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|
2024
Q1 | $58.9M | Sell |
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|
2023
Q4 | $61.7M | Buy |
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|
2023
Q3 | $60.6M | Buy |
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|
2023
Q2 | $46.2M | Buy |
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|
2023
Q1 | $39.1M | Buy |
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|
2022
Q4 | $46.2M | Sell |
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|
2022
Q3 | $51.6M | Sell |
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|
2022
Q2 | $50.6M | Sell |
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|
2022
Q1 | $59.7M | Sell |
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|
2021
Q4 | $47.3M | Sell |
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|
2021
Q3 | $62.9M | Sell |
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|
2021
Q2 | $80.6M | Sell |
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|
2021
Q1 | $58.1M | Buy |
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|
2020
Q4 | $7.61M | Buy |
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|
2020
Q3 | $1.79M | Buy |
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|
2020
Q2 | $3.85M | Buy |
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|
2020
Q1 | $1.14M | Buy |
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|
2019
Q4 | $9.7M | Buy |
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|
2019
Q3 | $7.83M | Buy |
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|
2019
Q2 | $9.26M | Buy |
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|
2019
Q1 | $8.41M | Buy |
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|
2018
Q4 | $7.25M | Sell |
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|
2018
Q3 | $15.1M | Buy |
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|
2018
Q2 | $12.1M | Buy |
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|
2018
Q1 | $8.38M | Buy |
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|
2017
Q4 | $9.96M | Buy |
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|
2017
Q3 | $7.24M | Buy |
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|
2017
Q2 | $4.91M | Sell |
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|
2017
Q1 | $8.07M | Buy |
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|
2016
Q4 | $9.86M | Buy |
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|
2016
Q3 | $9.66M | Buy |
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|
2016
Q2 | $4.88M | Sell |
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|
2016
Q1 | $5.1M | Buy |
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|
2015
Q4 | $4.61M | Buy |
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|
2015
Q3 | $6.76M | Sell |
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|
2015
Q2 | $9.84M | Buy |
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|
2015
Q1 | $8.75M | Sell |
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|
2014
Q4 | $6.85M | Sell |
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|
2014
Q3 | $38.6M | Sell |
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|
2014
Q2 | $43.4M | Buy |
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|
2014
Q1 | $36.7M | Buy |
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|
2013
Q4 | $10.1M | Buy |
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|
2013
Q3 | $7.83M | Buy |
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|
2013
Q2 | $5.27M | Buy |
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