Creative Planning’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.6M | Buy |
403,351
+236,341
| +142% | +$5.39M | 0.01% | 593 |
|
|
2025
Q4 | $3.12M | Buy |
167,010
+48,334
| +41% | +$979K | ﹤0.01% | 1362 |
|
|
2025
Q3 | $2.96M | Buy |
118,676
+36,686
| +45% | +$989K | ﹤0.01% | 1234 |
|
|
2025
Q2 | $2.03M | Buy |
81,990
+20,497
| +33% | +$496K | ﹤0.01% | 1304 |
|
|
2025
Q1 | $1.84M | Buy |
61,493
+18,417
| +43% | +$661K | ﹤0.01% | 1225 |
|
|
2024
Q4 | $1.67M | Sell |
43,076
-20,459
| -32% | -$864K | ﹤0.01% | 1254 |
|
|
2024
Q3 | $2.54M | Buy |
63,535
+16,535
| +35% | +$717K | ﹤0.01% | 942 |
|
|
2024
Q2 | $2.03M | Buy |
47,000
+14,848
| +46% | +$729K | ﹤0.01% | 978 |
|
|
2024
Q1 | $1.6M | Buy |
32,152
+3,319
| +12% | +$136K | ﹤0.01% | 1066 |
|
|
2023
Q4 | $1.12M | Sell |
28,833
-92,439
| -76% | -$3.56M | ﹤0.01% | 1173 |
|
|
2023
Q3 | $4.81M | Buy |
121,272
+61,368
| +102% | +$2.33M | 0.01% | 548 |
|
|
2023
Q2 | $1.89M | Buy |
59,904
+10,024
| +20% | +$283K | ﹤0.01% | 839 |
|
|
2023
Q1 | $1.4M | Sell |
49,880
-14,276
| -22% | -$436K | ﹤0.01% | 919 |
|
|
2022
Q4 | $2.23M | Buy |
64,156
+17,429
| +37% | +$725K | ﹤0.01% | 713 |
|
|
2022
Q3 | $1.76M | Buy |
46,727
+5,091
| +12% | +$200K | ﹤0.01% | 744 |
|
|
2022
Q2 | $1.42M | Buy |
41,636
+2,398
| +6% | +$97.4K | ﹤0.01% | 828 |
|
|
2022
Q1 | $1.53M | Buy |
39,238
+17,979
| +85% | +$648K | ﹤0.01% | 809 |
|
|
2021
Q4 | $627K | Buy |
21,259
+6,125
| +40% | +$191K | ﹤0.01% | 1188 |
|
|
2021
Q3 | $399K | Sell |
15,134
-40,460
| -73% | -$817K | ﹤0.01% | 1425 |
|
|
2021
Q2 | $1.37M | Sell |
55,594
-62,700
| -53% | -$1.21M | ﹤0.01% | 808 |
|
|
2021
Q1 | $1.94M | Sell |
118,294
-150,041
| -56% | -$1.92M | ﹤0.01% | 743 |
|
|
2020
Q4 | $1.64M | Buy |
268,335
+88,700
| +49% | +$299K | ﹤0.01% | 743 |
|
|
2020
Q3 | $286K | Buy |
179,635
+149,412
| +494% | +$417K | ﹤0.01% | 1446 |
|
|
2020
Q2 | $113K | Sell |
30,223
-32,377
| -52% | -$106K | ﹤0.01% | 1641 |
|
|
2020
Q1 | $76K | Sell |
62,600
-208,200
| -77% | -$1.47M | ﹤0.01% | 1575 |
|
|
2019
Q4 | $3.04M | Buy |
270,800
+90,500
| +50% | +$815K | 0.01% | 396 |
|
|
2019
Q3 | $1.75M | Buy |
180,300
+118,702
| +193% | +$1.21M | 0.01% | 538 |
|
|
2019
Q2 | $771K | Buy |
+61,598
| New | +$894K | ﹤0.01% | 873 |
|
|
2017
Q3 | – | Sell |
-17,726
| Closed | -$293K | – | 3432 |
|
|
2017
Q2 | $293K | Buy |
17,726
+15,851
| +845% | +$315K | ﹤0.01% | 1302 |
|
|
2017
Q1 | $45K | Buy |
1,875
+401
| +27% | +$11.1K | ﹤0.01% | 2556 |
|
|
2016
Q4 | $51K | Buy |
1,474
+975
| +195% | +$35.2K | ﹤0.01% | 2377 |
|
|
2016
Q3 | $19K | Buy |
499
+74
| +17% | +$2.37K | ﹤0.01% | 3100 |
|
|
2016
Q2 | $11K | Hold |
425
| – | – | ﹤0.01% | 3203 |
|
|
2016
Q1 | $8K | Hold |
425
| – | – | ﹤0.01% | 3344 |
|
|
2015
Q4 | $8K | Sell |
425
-380
| -47% | -$11.6K | ﹤0.01% | 3434 |
|
|
2015
Q3 | $26K | Buy |
+805
| New | +$29.2K | ﹤0.01% | 2529 |
|
|
2015
Q2 | – | Sell |
-806
| Closed | -$42K | – | 2713 |
|
|
2015
Q1 | $42K | Sell |
806
-1,645
| -67% | -$71.4K | ﹤0.01% | 2143 |
|
|
2014
Q4 | $95K | Buy |
2,451
+1,465
| +149% | +$73.4K | ﹤0.01% | 1575 |
|
|
2014
Q3 | $77K | Sell |
986
-100
| -9% | -$8.16K | ﹤0.01% | 1647 |
|
|
2014
Q2 | $91K | Buy |
1,086
+500
| +85% | +$38.3K | ﹤0.01% | 1498 |
|
|
2014
Q1 | $42K | Buy |
586
+560
| +2,154% | +$43.8K | ﹤0.01% | 1915 |
|
|
2013
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 3116 |
|
|
2013
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 3003 |
|
|
2013
Q2 | $2K | Buy |
+26
| New | +$1.58K | ﹤0.01% | 2848 |
|
Other funds holding SM
VPM
AC
VCM
DSC
