Citigroup’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 | $4.3M | Buy |
137,907
+101,624
| +280% | +$2.32M | ﹤0.01% | 2084 |
|
|
2025
Q4 | $678K | Sell |
36,283
-107,369
| -75% | -$2.18M | ﹤0.01% | 3393 |
|
|
2025
Q3 | $3.59M | Sell |
143,652
-23,660
| -14% | -$638K | ﹤0.01% | 2212 |
|
|
2025
Q2 | $4.13M | Sell |
167,312
-103,990
| -38% | -$2.52M | ﹤0.01% | 2045 |
|
|
2025
Q1 | $8.13M | Buy |
271,302
+230
| +0.1% | +$8.25K | 0.01% | 1511 |
|
|
2024
Q4 | $10.5M | Buy |
271,072
+35,988
| +15% | +$1.52M | 0.01% | 1345 |
|
|
2024
Q3 | $9.4M | Sell |
235,084
-38,712
| -14% | -$1.68M | 0.01% | 1371 |
|
|
2024
Q2 | $11.8M | Buy |
273,796
+105,274
| +62% | +$5.17M | 0.01% | 1159 |
|
|
2024
Q1 | $8.4M | Sell |
168,522
-24,147
| -13% | -$987K | 0.01% | 1346 |
|
|
2023
Q4 | $7.46M | Buy |
192,669
+17,791
| +10% | +$686K | 0.01% | 1358 |
|
|
2023
Q3 | $6.93M | Sell |
174,878
-72,684
| -29% | -$2.76M | 0.01% | 1277 |
|
|
2023
Q2 | $7.83M | Buy |
247,562
+29,993
| +14% | +$847K | 0.01% | 1246 |
|
|
2023
Q1 | $6.13M | Sell |
217,569
-37,821
| -15% | -$1.15M | 0.01% | 1387 |
|
|
2022
Q4 | $8.9M | Buy |
255,390
+74,831
| +41% | +$3.11M | 0.01% | 1195 |
|
|
2022
Q3 | $6.79M | Buy |
180,559
+38,217
| +27% | +$1.5M | 0.01% | 1370 |
|
|
2022
Q2 | $4.87M | Sell |
142,342
-126,360
| -47% | -$5.13M | 0.01% | 1555 |
|
|
2022
Q1 | $10.5M | Buy |
268,702
+67,326
| +33% | +$2.43M | 0.01% | 1274 |
|
|
2021
Q4 | $5.94M | Sell |
201,376
-162,380
| -45% | -$5.07M | 0.01% | 1698 |
|
|
2021
Q3 | $9.6M | Sell |
363,756
-137,523
| -27% | -$2.78M | 0.01% | 1439 |
|
|
2021
Q2 | $12.3M | Buy |
501,279
+31,303
| +7% | +$606K | 0.01% | 1283 |
|
|
2021
Q1 | $7.69M | Buy |
469,976
+434,156
| +1,212% | +$5.55M | 0.01% | 1520 |
|
|
2020
Q4 | $219K | Buy |
35,820
+14,206
| +66% | +$47.9K | ﹤0.01% | 4918 |
|
|
2020
Q3 | $34K | Sell |
21,614
-1,019,885
| -98% | -$2.85M | ﹤0.01% | 5853 |
|
|
2020
Q2 | $3.9M | Buy |
1,041,499
+1,002,704
| +2,585% | +$3.28M | 0.01% | 2092 |
|
|
2020
Q1 | $47K | Sell |
38,795
-229,579
| -86% | -$1.62M | ﹤0.01% | 6019 |
|
|
2019
Q4 | $3.02M | Buy |
268,374
+92,806
| +53% | +$836K | ﹤0.01% | 2533 |
|
|
2019
Q3 | $1.7M | Sell |
175,568
-243,598
| -58% | -$2.48M | ﹤0.01% | 3039 |
|
|
2019
Q2 | $5.25M | Buy |
419,166
+166,742
| +66% | +$2.42M | 0.01% | 1931 |
|
|
2019
Q1 | $4.42M | Sell |
252,424
-67,820
| -21% | -$1.2M | 0.01% | 1907 |
|
|
2018
Q4 | $4.96M | Buy |
320,244
+312,339
| +3,951% | +$7.22M | 0.01% | 1817 |
|
|
2018
Q3 | $249K | Buy |
7,905
+2,617
| +49% | +$75.1K | ﹤0.01% | 5015 |
|
|
2018
Q2 | $136K | Sell |
5,288
-12,600
| -70% | -$294K | ﹤0.01% | 5428 |
|
|
2018
Q1 | $322K | Buy |
17,888
+2,702
| +18% | +$58.4K | ﹤0.01% | 4456 |
|
|
2017
Q4 | $335K | Sell |
15,186
-34,151
| -69% | -$689K | ﹤0.01% | 4531 |
|
|
2017
Q3 | $875K | Sell |
49,337
-15,918
| -24% | -$249K | ﹤0.01% | 3524 |
|
|
2017
Q2 | $1.08M | Buy |
65,255
+42,447
| +186% | +$842K | ﹤0.01% | 3226 |
|
|
2017
Q1 | $548K | Sell |
22,808
-112,833
| -83% | -$3.13M | ﹤0.01% | 3790 |
|
|
2016
Q4 | $4.68M | Sell |
135,641
-436,723
| -76% | -$15.8M | 0.01% | 1908 |
|
|
2016
Q3 | $22.1M | Sell |
572,364
-238,288
| -29% | -$7.64M | 0.05% | 649 |
|
|
2016
Q2 | $21.9M | Buy |
810,652
+293,623
| +57% | +$8.23M | 0.05% | 604 |
|
|
2016
Q1 | $9.69M | Buy |
517,029
+480,074
| +1,299% | +$6.62M | 0.02% | 1037 |
|
|
2015
Q4 | $726K | Sell |
36,955
-77,575
| -68% | -$2.36M | ﹤0.01% | 3474 |
|
|
2015
Q3 | $3.67M | Sell |
114,530
-59,965
| -34% | -$2.17M | 0.01% | 1924 |
|
|
2015
Q2 | $8.05M | Buy |
174,495
+5,658
| +3% | +$299K | 0.01% | 1364 |
|
|
2015
Q1 | $8.72M | Buy |
168,837
+66,397
| +65% | +$2.88M | 0.02% | 1282 |
|
|
2014
Q4 | $3.95M | Buy |
102,440
+99,977
| +4,059% | +$5.01M | 0.01% | 1970 |
|
|
2014
Q3 | $193K | Sell |
2,463
-365
| -13% | -$29.8K | ﹤0.01% | 4267 |
|
|
2014
Q2 | $239K | Sell |
2,828
-290,665
| -99% | -$22.3M | ﹤0.01% | 3984 |
|
|
2014
Q1 | $20.9M | Buy |
293,493
+289,722
| +7,683% | +$22.7M | 0.04% | 692 |
|
|
2013
Q4 | $314K | Sell |
3,771
-462
| -11% | -$39.4K | ﹤0.01% | 4227 |
|
|
2013
Q3 | $327K | Sell |
4,233
-1,043
| -20% | -$72.2K | ﹤0.01% | 3777 |
|
|
2013
Q2 | $316K | Buy |
+5,276
| New | +$322K | ﹤0.01% | 3876 |
|
Other funds holding SM
VPM
AC
VCM
DSC
