Everence Capital Management’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 | $205K | Buy |
+8,290
| New | +$205K | 0.01% | 749 |
|
|
2025
Q1 | – | Sell |
-5,650
| Closed | -$219K | – | 837 |
|
|
2024
Q4 | $219K | Sell |
5,650
-25,960
| -82% | -$1.01M | 0.01% | 741 |
|
|
2024
Q3 | $1.26M | Buy |
31,610
+8,640
| +38% | +$345K | 0.08% | 190 |
|
|
2024
Q2 | $1.11K | Hold |
22,970
| – | – | 0.08% | 204 |
|
|
2024
Q1 | $1.15K | Hold |
22,970
| – | – | 0.08% | 211 |
|
|
2023
Q4 | $889K | Hold |
22,970
| – | – | 0.06% | 253 |
|
|
2023
Q3 | $911 | Buy |
+22,970
| New | +$911 | 0.07% | 235 |
|