Cresset Asset 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 | $1.27M | Buy |
51,257
+23,721
| +86% | +$586K | 0.01% | 696 |
|
|
2025
Q1 | $825K | Buy |
27,536
+823
| +3% | +$24.6K | ﹤0.01% | 846 |
|
|
2024
Q4 | $1.04M | Sell |
26,713
-2,079
| -7% | -$80.6K | ﹤0.01% | 768 |
|
|
2024
Q3 | $1.15M | Buy |
28,792
+2,801
| +11% | +$112K | ﹤0.01% | 1067 |
|
|
2024
Q2 | $1.12M | Sell |
25,991
-1,926
| -7% | -$83.3K | ﹤0.01% | 978 |
|
|
2024
Q1 | $1.39M | Sell |
27,917
-23,712
| -46% | -$1.18M | 0.01% | 813 |
|
|
2023
Q4 | $2M | Buy |
51,629
+6,079
| +13% | +$235K | 0.01% | 582 |
|
|
2023
Q3 | $1.81M | Buy |
45,550
+3,723
| +9% | +$148K | 0.01% | 569 |
|
|
2023
Q2 | $1.32M | Buy |
+41,827
| New | +$1.32M | ﹤0.01% | 679 |
|