Collar Capital 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
$1.93M Buy
78,181
+14,951
+24% +$369K 1.63% 23
2025
Q1
$1.89M Sell
63,230
-940
-1% -$28.2K 1.72% 22
2024
Q4
$2.49M Buy
+64,170
New +$2.49M 2.07% 15