Diversified Trust’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 | $826K | Buy |
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|
2025
Q2 | $722K | Buy |
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|
2025
Q1 | $860K | Buy |
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|
2024
Q4 | $844K | Buy |
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|
2024
Q3 | $747K | Buy |
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|
2024
Q2 | $782K | Buy |
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|
2024
Q1 | $819K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $912K | Buy |
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|
2021
Q4 | $687K | Buy |
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|
2021
Q3 | $575K | Buy |
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|
2021
Q2 | $466K | Hold |
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|
2021
Q1 | $310K | Sell |
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|
2020
Q4 | $126K | Buy |
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|
2020
Q3 | $17K | Buy |
|