Dana Investment Advisors’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 | $935K | Buy |
37,825
+2,063
| +6% | +$51K | 0.03% | 394 |
|
|
2025
Q1 | $1.07M | Buy |
35,762
+2,370
| +7% | +$71K | 0.04% | 373 |
|
|
2024
Q4 | $1.29M | Buy |
33,392
+556
| +2% | +$21.6K | 0.04% | 353 |
|
|
2024
Q3 | $1.31M | Buy |
+32,836
| New | +$1.31M | 0.04% | 354 |
|
|
2014
Q4 | – | Sell |
-46,169
| Closed | -$3.6M | – | 279 |
|
|
2014
Q3 | $3.6M | Buy |
46,169
+10,457
| +29% | +$816K | 0.21% | 100 |
|
|
2014
Q2 | $3M | Buy |
35,712
+5,938
| +20% | +$499K | 0.18% | 104 |
|
|
2014
Q1 | $2.12M | Sell |
29,774
-191,908
| -87% | -$13.7M | 0.13% | 124 |
|
|
2013
Q4 | $18.4M | Sell |
221,682
-7,856
| -3% | -$653K | 1.18% | 37 |
|
|
2013
Q3 | $17.7M | Buy |
+229,538
| New | +$17.7M | 1.27% | 34 |
|