Energy Income Partners’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 | $990K | Sell |
40,065
-684
| -2% | -$16.9K | 0.02% | 90 |
|
|
2025
Q1 | $1.22M | Buy |
40,749
+1,116
| +3% | +$33.4K | 0.02% | 88 |
|
|
2024
Q4 | $1.54M | Buy |
39,633
+500
| +1% | +$19.4K | 0.03% | 83 |
|
|
2024
Q3 | $1.56M | Buy |
39,133
+9,954
| +34% | +$398K | 0.03% | 81 |
|
|
2024
Q2 | $1.26M | Buy |
29,179
+1,008
| +4% | +$43.6K | 0.03% | 80 |
|
|
2024
Q1 | $1.4M | Buy |
28,171
+6,700
| +31% | +$334K | 0.03% | 82 |
|
|
2023
Q4 | $831K | Buy |
21,471
+13,289
| +162% | +$515K | 0.02% | 78 |
|
|
2023
Q3 | $324K | Buy |
8,182
+845
| +12% | +$33.5K | 0.01% | 84 |
|
|
2023
Q2 | $232K | Buy |
7,337
+1,026
| +16% | +$32.5K | ﹤0.01% | 82 |
|
|
2023
Q1 | $178K | Buy |
6,311
+1,566
| +33% | +$44.1K | ﹤0.01% | 85 |
|
|
2022
Q4 | $165K | Buy |
+4,745
| New | +$165K | ﹤0.01% | 82 |
|