Ethic Inc’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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $265K | Sell |
|
|||||
|
2025
Q1 | $1.13M | Sell |
|
|||||
|
2024
Q4 | $1.99M | Sell |
|
|||||
|
2024
Q3 | $2.97M | Sell |
|
|||||
|
2024
Q2 | $2.59M | Buy |
|
|||||
|
2024
Q1 | $2.97M | Sell |
|
|||||
|
2023
Q4 | $3.06M | Buy |
|
|||||
|
2023
Q3 | $3.04M | Buy |
|
|||||
|
2023
Q2 | $2.32M | Buy |
|
|||||
|
2023
Q1 | $1.28M | Buy |
|
|||||
|
2022
Q4 | $726K | Buy |
|
|||||
|
2022
Q3 | $426K | Buy |
|
|||||
|
2022
Q2 | $358K | Sell |
|
|||||
|
2022
Q1 | $458K | Buy |
|
|||||
|
2021
Q4 | $311K | Buy |
|
|||||
|
2021
Q3 | $255K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $65K | Buy |
|