Citigroup’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
$4.13M Sell
167,312
-103,990
-38% -$2.57M ﹤0.01% 1537
2025
Q1
$8.13M Buy
271,302
+230
+0.1% +$6.89K ﹤0.01% 1090
2024
Q4
$10.5M Buy
271,072
+35,988
+15% +$1.39M 0.01% 934
2024
Q3
$9.4M Sell
235,084
-38,712
-14% -$1.55M 0.01% 967
2024
Q2
$11.8M Buy
273,796
+105,274
+62% +$4.55M 0.01% 824
2024
Q1
$8.4M Sell
168,522
-24,147
-13% -$1.2M 0.01% 966
2023
Q4
$7.46M Buy
192,669
+17,791
+10% +$689K 0.01% 948
2023
Q3
$6.93M Sell
174,878
-72,684
-29% -$2.88M 0.01% 923
2023
Q2
$7.83M Buy
247,562
+29,993
+14% +$949K 0.01% 908
2023
Q1
$6.13M Sell
217,569
-37,821
-15% -$1.07M ﹤0.01% 1027
2022
Q4
$8.9M Buy
255,390
+74,831
+41% +$2.61M 0.01% 850
2022
Q3
$6.79M Buy
180,559
+38,217
+27% +$1.44M ﹤0.01% 969
2022
Q2
$4.87M Sell
142,342
-126,360
-47% -$4.32M ﹤0.01% 1137
2022
Q1
$10.5M Buy
268,702
+67,326
+33% +$2.62M 0.01% 892
2021
Q4
$5.94M Sell
201,376
-162,380
-45% -$4.79M ﹤0.01% 1176
2021
Q3
$9.6M Sell
363,756
-137,523
-27% -$3.63M 0.01% 1014
2021
Q2
$12.3M Buy
501,279
+31,303
+7% +$771K 0.01% 950
2021
Q1
$7.69M Buy
469,976
+434,156
+1,212% +$7.11M 0.01% 1124
2020
Q4
$219K Buy
35,820
+14,206
+66% +$86.9K ﹤0.01% 3181
2020
Q3
$34K Sell
21,614
-1,019,885
-98% -$1.6M ﹤0.01% 3690
2020
Q2
$3.91M Buy
1,041,499
+1,002,704
+2,585% +$3.76M ﹤0.01% 1209
2020
Q1
$47K Sell
38,795
-229,579
-86% -$278K ﹤0.01% 3822
2019
Q4
$3.02M Buy
268,374
+92,806
+53% +$1.04M ﹤0.01% 1411
2019
Q3
$1.7M Sell
175,568
-243,598
-58% -$2.36M ﹤0.01% 1730
2019
Q2
$5.25M Buy
419,166
+166,742
+66% +$2.09M ﹤0.01% 1100
2019
Q1
$4.42M Sell
252,424
-67,820
-21% -$1.19M ﹤0.01% 1068
2018
Q4
$4.96M Buy
320,244
+312,339
+3,951% +$4.83M 0.01% 1012
2018
Q3
$249K Buy
7,905
+2,617
+49% +$82.4K ﹤0.01% 3000
2018
Q2
$136K Sell
5,288
-12,600
-70% -$324K ﹤0.01% 3205
2018
Q1
$322K Buy
17,888
+2,702
+18% +$48.6K ﹤0.01% 2600
2017
Q4
$335K Sell
15,186
-34,151
-69% -$753K ﹤0.01% 2643
2017
Q3
$875K Sell
49,337
-15,918
-24% -$282K ﹤0.01% 2033
2017
Q2
$1.08M Buy
65,255
+42,447
+186% +$702K ﹤0.01% 1908
2017
Q1
$548K Sell
22,808
-112,833
-83% -$2.71M ﹤0.01% 2350
2016
Q4
$4.68M Sell
135,641
-436,723
-76% -$15.1M ﹤0.01% 1083
2016
Q3
$22.1M Sell
572,364
-238,288
-29% -$9.19M 0.02% 319
2016
Q2
$21.9M Buy
810,652
+293,623
+57% +$7.93M 0.02% 294
2016
Q1
$9.69M Buy
517,029
+480,074
+1,299% +$9M 0.01% 539
2015
Q4
$726K Sell
36,955
-77,575
-68% -$1.52M ﹤0.01% 2040
2015
Q3
$3.67M Sell
114,530
-59,965
-34% -$1.92M ﹤0.01% 1006
2015
Q2
$8.05M Buy
174,495
+5,658
+3% +$261K 0.01% 669
2015
Q1
$8.73M Buy
168,837
+66,397
+65% +$3.43M 0.01% 633
2014
Q4
$3.95M Buy
102,440
+99,977
+4,059% +$3.86M ﹤0.01% 940
2014
Q3
$193K Sell
2,463
-365
-13% -$28.6K ﹤0.01% 2683
2014
Q2
$239K Sell
2,828
-290,665
-99% -$24.6M ﹤0.01% 2443
2014
Q1
$20.9M Buy
293,493
+289,722
+7,683% +$20.7M 0.02% 356
2013
Q4
$314K Sell
3,771
-462
-11% -$38.5K ﹤0.01% 2741
2013
Q3
$327K Sell
4,233
-1,043
-20% -$80.6K ﹤0.01% 2260
2013
Q2
$316K Buy
+5,276
New +$316K ﹤0.01% 2379