De Lisle Partners’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 | $1.24M | Hold |
50,000
| – | – | 0.17% | 120 |
|
|
2025
Q1 | $1.5M | Buy |
50,000
+10,000
| +25% | +$299K | 0.25% | 109 |
|
|
2024
Q4 | $1.55M | Hold |
40,000
| – | – | 0.23% | 110 |
|
|
2024
Q3 | $1.6M | Hold |
40,000
| – | – | 0.26% | 100 |
|
|
2024
Q2 | $1.73M | Buy |
40,000
+20,000
| +100% | +$865K | 0.38% | 75 |
|
|
2024
Q1 | $997K | Buy |
+20,000
| New | +$997K | 0.23% | 109 |
|