CIM Investment Management’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$223K Buy
+7,157
New +$163K 0.06% 228
2025
Q3
Sell
-7,581
Closed -$294K 259
2025
Q2
$294K Buy
7,581
+176
+2% +$4.26K 0.06% 214
2025
Q1
$222K Sell
7,405
-176
-2% -$6.31K 0.05% 204
2024
Q4
$294K Hold
7,581
0.09% 189
2024
Q3
$303K Hold
7,581
0.09% 188
2024
Q2
$328K Sell
7,581
-1,807
-19% -$88.7K 0.1% 172
2024
Q1
$468K Hold
9,388
0.14% 148
2023
Q4
$364K Hold
9,388
0.12% 173
2023
Q3
$372K Hold
9,388
0.14% 152
2023
Q2
$297K Buy
+9,388
New +$265K 0.1% 189

Other funds holding SM