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DGS Capital Management’s SM Energy SM Stock Holding History

DGS Capital Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$355K Sell
9,150
-1,760
-16% -$68.2K 0.09% 200
2024
Q3 		$436K Buy
10,910
+5,119
+88% +$205K 0.12% 171
2024
Q2 		$250K Buy
5,791
+1,772
+44% +$76.6K 0.07% 230
2024
Q1 		$200K Buy
+4,019
New +$200K 0.06% 267