Dana Investment Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Buy |
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|
2025
Q2 | $935K | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3.6M | Buy |
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|
2014
Q2 | $3M | Buy |
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|
2014
Q1 | $2.12M | Sell |
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|
2013
Q4 | $18.4M | Sell |
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|
2013
Q3 | $17.7M | Buy |
|