CIBC Private Wealth Group’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 | $96.4K | Sell |
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|
2025
Q1 | $106K | Sell |
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|
2024
Q4 | $291K | Buy |
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|
2024
Q3 | $253K | Buy |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $297K | Hold |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $248K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $353K | Sell |
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|
2022
Q1 | $457K | Buy |
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|
2021
Q4 | $307K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $818K | Sell |
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|
2019
Q3 | $804K | Buy |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $1.44M | Hold |
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|
2018
Q4 | $1.27M | Sell |
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|
2018
Q3 | $2.82M | Sell |
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|
2018
Q2 | $2.31M | Sell |
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|
2018
Q1 | $1.69M | Sell |
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|
2017
Q4 | $4.01M | Buy |
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|
2017
Q3 | $1.75M | Sell |
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|
2017
Q2 | $1.65M | Buy |
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|
2017
Q1 | $2.38M | Buy |
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|
2016
Q4 | $3.42M | Sell |
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|
2016
Q3 | $3.82M | Sell |
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|
2016
Q2 | $2.85M | Sell |
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|
2016
Q1 | $2.15M | Hold |
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|
2015
Q4 | $2.25M | Sell |
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|
2015
Q3 | $3.7M | Hold |
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|
2015
Q2 | $5.33M | Hold |
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|
2015
Q1 | $5.97M | Sell |
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|
2014
Q4 | $4.52M | Sell |
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|
2014
Q3 | $10.4M | Buy |
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|
2014
Q2 | $11.1M | Buy |
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|
2014
Q1 | $8.91M | Buy |
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