Envestnet Asset Management’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 | $13.9M | Buy |
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|
2025
Q1 | $15M | Sell |
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|
2024
Q4 | $21.1M | Buy |
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|
2024
Q3 | $21.6M | Sell |
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|
2024
Q2 | $24.5M | Buy |
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|
2024
Q1 | $24.4M | Buy |
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|
2023
Q4 | $15.3M | Buy |
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|
2023
Q3 | $13.6M | Buy |
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|
2023
Q2 | $8.27M | Buy |
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|
2023
Q1 | $2.89M | Buy |
|
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|
2022
Q4 | $3.2M | Buy |
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|
2022
Q3 | $869K | Buy |
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|
2022
Q2 | $725K | Buy |
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|
2022
Q1 | $352K | Sell |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $491K | Sell |
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|
2021
Q1 | $391K | Sell |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q3 | $34K | Buy |
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|
2020
Q2 | $52K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $281K | Buy |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $7K | Buy |
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|
2018
Q1 | $4K | Buy |
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|
2017
Q4 | $2K | Sell |
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|
2017
Q3 | $6K | Sell |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $10K | Sell |
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|
2016
Q4 | $15K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $477K | Buy |
|
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|
2015
Q3 | $683K | Buy |
|
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|
2015
Q2 | $793K | Buy |
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|
2015
Q1 | $508K | Buy |
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|
2014
Q4 | $107K | Sell |
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|
2014
Q3 | $397K | Buy |
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|
2014
Q2 | $279K | Buy |
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|
2014
Q1 | $122K | Sell |
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|
2013
Q4 | $838K | Sell |
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|
2013
Q3 | $866K | Buy |
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|
2013
Q2 | $94K | Buy |
|