CI Investments Inc’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 | $39K | Sell |
1,574
-923
| -37% | -$22.9K | ﹤0.01% | 1048 |
|
|
2025
Q1 | $75K | Buy |
2,497
+99
| +4% | +$2.97K | ﹤0.01% | 977 |
|
|
2024
Q4 | $93K | Sell |
2,398
-439
| -15% | -$17K | ﹤0.01% | 945 |
|
|
2024
Q3 | $113K | Sell |
2,837
-269
| -9% | -$10.7K | ﹤0.01% | 818 |
|
|
2024
Q2 | $134K | Buy |
3,106
+791
| +34% | +$34.1K | ﹤0.01% | 734 |
|
|
2024
Q1 | $115K | Sell |
2,315
-4,292
| -65% | -$213K | ﹤0.01% | 853 |
|
|
2023
Q4 | $256K | Buy |
6,607
+2,050
| +45% | +$79.4K | ﹤0.01% | 567 |
|
|
2023
Q3 | $181K | Buy |
4,557
+3,768
| +478% | +$150K | ﹤0.01% | 654 |
|
|
2023
Q2 | $25K | Buy |
789
+123
| +18% | +$3.9K | ﹤0.01% | 1068 |
|
|
2023
Q1 | $19K | Buy |
666
+60
| +10% | +$1.71K | ﹤0.01% | 1055 |
|
|
2022
Q4 | $21K | Sell |
606
-7,539
| -93% | -$261K | ﹤0.01% | 1078 |
|
|
2022
Q3 | $306K | Sell |
8,145
-7,449
| -48% | -$280K | ﹤0.01% | 500 |
|
|
2022
Q2 | $533K | Sell |
15,594
-4,176
| -21% | -$143K | ﹤0.01% | 465 |
|
|
2022
Q1 | $770K | Sell |
19,770
-10,135
| -34% | -$395K | ﹤0.01% | 468 |
|
|
2021
Q4 | $882K | Buy |
+29,905
| New | +$882K | ﹤0.01% | 479 |
|