Empirical Finance’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 | – | Sell |
-24,856
| Closed | -$744K | – | 541 |
|
|
2025
Q1 | $744K | Buy |
24,856
+117
| +0.5% | +$3.5K | 0.05% | 332 |
|
|
2024
Q4 | $959K | Buy |
24,739
+605
| +3% | +$23.5K | 0.06% | 282 |
|
|
2024
Q3 | $965K | Buy |
24,134
+95
| +0.4% | +$3.8K | 0.06% | 286 |
|
|
2024
Q2 | $1.04M | Buy |
24,039
+12,326
| +105% | +$533K | 0.06% | 255 |
|
|
2024
Q1 | $584K | Hold |
11,713
| – | – | 0.04% | 389 |
|
|
2023
Q4 | $454K | Hold |
11,713
| – | – | 0.03% | 422 |
|
|
2023
Q3 | $464K | Buy |
11,713
+1,673
| +17% | +$66.3K | 0.03% | 400 |
|
|
2023
Q2 | $318K | Buy |
10,040
+85
| +0.9% | +$2.69K | 0.02% | 463 |
|
|
2023
Q1 | $280K | Hold |
9,955
| – | – | 0.03% | 459 |
|
|
2022
Q4 | $347K | Buy |
9,955
+69
| +0.7% | +$2.4K | 0.04% | 417 |
|
|
2022
Q3 | $372K | Buy |
+9,886
| New | +$372K | 0.04% | 364 |
|