Empowered Funds’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 | $1.04M | Buy |
41,921
+6,609
| +19% | +$163K | 0.01% | 1055 |
|
|
2025
Q1 | $1.06M | Sell |
35,312
-76,164
| -68% | -$2.28M | 0.02% | 971 |
|
|
2024
Q4 | $4.32M | Sell |
111,476
-87,788
| -44% | -$3.4M | 0.06% | 421 |
|
|
2024
Q3 | $7.96M | Sell |
199,264
-121,373
| -38% | -$4.85M | 0.13% | 207 |
|
|
2024
Q2 | $13.9M | Buy |
320,637
+115,444
| +56% | +$4.99M | 0.24% | 74 |
|
|
2024
Q1 | $10.2M | Buy |
205,193
+117,430
| +134% | +$5.85M | 0.18% | 115 |
|
|
2023
Q4 | $3.4M | Sell |
87,763
-142,803
| -62% | -$5.53M | 0.09% | 338 |
|
|
2023
Q3 | $9.14M | Buy |
230,566
+133,044
| +136% | +$5.28M | 0.27% | 58 |
|
|
2023
Q2 | $3.08M | Buy |
97,522
+74,359
| +321% | +$2.35M | 0.11% | 261 |
|
|
2023
Q1 | $652K | Buy |
+23,163
| New | +$652K | 0.04% | 361 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 423 |
|