Empirical Finance’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 | – | Sell |
|
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|
2025
Q1 | $744K | Buy |
|
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|
2024
Q4 | $959K | Buy |
|
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|
2024
Q3 | $965K | Buy |
|
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|
2024
Q2 | $1.04M | Buy |
|
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|
2024
Q1 | $584K | Hold |
|
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|
2023
Q4 | $454K | Hold |
|
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|
2023
Q3 | $464K | Buy |
|
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|
2023
Q2 | $318K | Buy |
|
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|
2023
Q1 | $280K | Hold |
|
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|
2022
Q4 | $347K | Buy |
|
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|
2022
Q3 | $372K | Buy |
|