Congress Asset Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.3M | Buy |
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|
2025
Q2 | $25M | Sell |
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|
2025
Q1 | $37.7M | Buy |
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|
2024
Q4 | $42.2M | Sell |
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|
2024
Q3 | $43.6M | Buy |
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|
2024
Q2 | $44.5M | Buy |
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|
2024
Q1 | $50.9M | Buy |
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|
2023
Q4 | $34M | Buy |
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|
2023
Q3 | $3.67M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.08M | Buy |
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|
2022
Q1 | $3.5M | Buy |
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|
2021
Q4 | $2.55M | Buy |
|