Crossmark Global Holdings’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 | – | Sell |
-8,355
| Closed | -$250K | – | 1364 |
|
|
2025
Q1 | $250K | Buy |
8,355
+941
| +13% | +$28.2K | ﹤0.01% | 1164 |
|
|
2024
Q4 | $287K | Sell |
7,414
-10
| -0.1% | -$387 | 0.01% | 1058 |
|
|
2024
Q3 | $297K | Sell |
7,424
-49
| -0.7% | -$1.96K | 0.01% | 1080 |
|
|
2024
Q2 | $323K | Sell |
7,473
-510
| -6% | -$22K | 0.01% | 1035 |
|
|
2024
Q1 | $398K | Buy |
7,983
+125
| +2% | +$6.23K | 0.01% | 969 |
|
|
2023
Q4 | $304K | Sell |
7,858
-625
| -7% | -$24.2K | 0.01% | 1065 |
|
|
2023
Q3 | $333K | Sell |
8,483
-379
| -4% | -$14.9K | 0.01% | 969 |
|
|
2023
Q2 | $318K | Sell |
8,862
-96
| -1% | -$3.45K | 0.01% | 1045 |
|
|
2023
Q1 | $253K | Sell |
8,958
-12
| -0.1% | -$339 | 0.01% | 1121 |
|
|
2022
Q4 | $312K | Sell |
8,970
-310
| -3% | -$10.8K | 0.01% | 997 |
|
|
2022
Q3 | $349K | Sell |
9,280
-90
| -1% | -$3.39K | 0.01% | 926 |
|
|
2022
Q2 | $321K | Sell |
9,370
-360
| -4% | -$12.3K | 0.01% | 1002 |
|
|
2022
Q1 | $379K | Sell |
9,730
-10
| -0.1% | -$390 | 0.01% | 1027 |
|
|
2021
Q4 | $287K | Sell |
9,740
-6,030
| -38% | -$178K | 0.01% | 1166 |
|
|
2021
Q3 | $416K | Sell |
15,770
-70
| -0.4% | -$1.85K | 0.01% | 1016 |
|
|
2021
Q2 | $390K | Sell |
15,840
-500
| -3% | -$12.3K | 0.01% | 1048 |
|
|
2021
Q1 | $267K | Sell |
16,340
-7,170
| -30% | -$117K | 0.01% | 1235 |
|
|
2020
Q4 | $144K | Sell |
23,510
-13,560
| -37% | -$83.1K | ﹤0.01% | 1348 |
|
|
2020
Q3 | $59K | Hold |
37,070
| – | – | ﹤0.01% | 1331 |
|
|
2020
Q2 | $139K | Hold |
37,070
| – | – | ﹤0.01% | 1288 |
|
|
2020
Q1 | $45K | Hold |
37,070
| – | – | ﹤0.01% | 1234 |
|
|
2019
Q4 | $417K | Buy |
37,070
+19,740
| +114% | +$222K | 0.01% | 903 |
|
|
2019
Q3 | $168K | Sell |
17,330
-590
| -3% | -$5.72K | ﹤0.01% | 1293 |
|
|
2019
Q2 | $224K | Buy |
17,920
+244
| +1% | +$3.05K | 0.01% | 1244 |
|
|
2019
Q1 | $309K | Sell |
17,676
-160
| -0.9% | -$2.8K | 0.01% | 1101 |
|
|
2018
Q4 | $276K | Buy |
17,836
+7,900
| +80% | +$122K | 0.01% | 1127 |
|
|
2018
Q3 | $313K | Sell |
9,936
-160
| -2% | -$5.04K | 0.01% | 1278 |
|
|
2018
Q2 | $259K | Buy |
+10,096
| New | +$259K | 0.01% | 1408 |
|
|
2018
Q1 | – | Sell |
-10,512
| Closed | -$232K | – | 1614 |
|
|
2017
Q4 | $232K | Buy |
+10,512
| New | +$232K | 0.01% | 1518 |
|