Edgestream Partners’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
Q2 | $3.41M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $4.77M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $1.14M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.62M | Sell |
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|
2022
Q2 | $7.84M | Sell |
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|
2022
Q1 | $13M | Buy |
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|
2021
Q4 | $8.71M | Sell |
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|
2021
Q3 | $12.1M | Sell |
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|
2021
Q2 | $17.4M | Sell |
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|
2021
Q1 | $15.8M | Buy |
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|
2020
Q4 | $461K | Buy |
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|
2020
Q3 | $87K | Sell |
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|
2020
Q2 | $468K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $384K | Buy |
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|
2019
Q1 | $431K | Buy |
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