Clark Capital Management Group’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-624,869
| Closed | -$24.2M | – | 471 |
|
|
2024
Q4 | $24.2M | Sell |
624,869
-175,164
| -22% | -$6.79M | 0.17% | 141 |
|
|
2024
Q3 | $32M | Sell |
800,033
-115,789
| -13% | -$4.63M | 0.22% | 130 |
|
|
2024
Q2 | $39.6M | Buy |
915,822
+325,699
| +55% | +$14.1M | 0.29% | 100 |
|
|
2024
Q1 | $29.4M | Buy |
590,123
+543,623
| +1,169% | +$27.1M | 0.22% | 138 |
|
|
2023
Q4 | $1.8M | Buy |
46,500
+18,547
| +66% | +$718K | 0.01% | 241 |
|
|
2023
Q3 | $1.11M | Buy |
+27,953
| New | +$1.11M | 0.01% | 254 |
|