Evergreen 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 | – | Sell |
-7,454
| Closed | -$223K | – | 1231 |
|
|
2025
Q1 | $223K | Buy |
7,454
+1,588
| +27% | +$47.6K | 0.01% | 928 |
|
|
2024
Q4 | $227K | Sell |
5,866
-1,886
| -24% | -$73.1K | 0.01% | 901 |
|
|
2024
Q3 | $310K | Buy |
7,752
+2,348
| +43% | +$93.9K | 0.01% | 695 |
|
|
2024
Q2 | $234K | Buy |
5,404
+653
| +14% | +$28.2K | 0.01% | 776 |
|
|
2024
Q1 | $237K | Buy |
+4,751
| New | +$237K | 0.01% | 722 |
|