Cornercap Investment Counsel’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 |
-11,461
| Closed | -$444K | – | 398 |
|
|
2024
Q4 | $444K | Hold |
11,461
| – | – | 0.14% | 246 |
|
|
2024
Q3 | $458K | Buy |
+11,461
| New | +$458K | 0.14% | 279 |
|
|
2022
Q4 | – | Sell |
-20,094
| Closed | -$756K | – | 640 |
|
|
2022
Q3 | $756K | Sell |
20,094
-6,030
| -23% | -$227K | 0.14% | 311 |
|
|
2022
Q2 | $893K | Hold |
26,124
| – | – | 0.15% | 285 |
|
|
2022
Q1 | $1.02M | Buy |
+26,124
| New | +$1.02M | 0.11% | 304 |
|
|
2017
Q1 | – | Sell |
-17,715
| Closed | -$611K | – | 384 |
|
|
2016
Q4 | $611K | Buy |
+17,715
| New | +$611K | 0.11% | 233 |
|