CIM Investment Management’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 | $294K | Buy |
7,581
+176
| +2% | +$6.82K | 0.06% | 214 |
|
|
2025
Q1 | $222K | Sell |
7,405
-176
| -2% | -$5.27K | 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% | -$78.1K | 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 | +$297K | 0.1% | 189 |
|