CX Institutional’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 | $7K | Sell |
275
-4,055
| -94% | -$103K | ﹤0.01% | 1082 |
|
|
2025
Q1 | $130K | Sell |
4,330
-16,315
| -79% | -$490K | ﹤0.01% | 701 |
|
|
2024
Q4 | $800K | Sell |
20,645
-3,073
| -13% | -$119K | 0.03% | 284 |
|
|
2024
Q3 | $948K | Buy |
23,718
+2,103
| +10% | +$84.1K | 0.04% | 296 |
|
|
2024
Q2 | $934K | Buy |
21,615
+1,156
| +6% | +$50K | 0.04% | 289 |
|
|
2024
Q1 | $1.02M | Buy |
+20,459
| New | +$1.02M | 0.05% | 280 |
|