Evoke Wealth’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.93M | Sell |
93,870
-36,974
| -28% | -$844K | 0.05% | 139 |
|
|
2025
Q4 | $2.47M | Sell |
130,844
-2,536
| -2% | -$51.4K | 0.05% | 154 |
|
|
2025
Q3 | $3.33M | Sell |
133,380
-22,920
| -15% | -$618K | 0.07% | 116 |
|
|
2025
Q2 | $3.86M | Buy |
156,300
+8,093
| +5% | +$196K | 0.09% | 95 |
|
|
2025
Q1 | $4.44M | Sell |
148,207
-4,721
| -3% | -$169K | 0.12% | 75 |
|
|
2024
Q4 | $5.93M | Sell |
152,928
-5,033
| -3% | -$213K | 0.17% | 64 |
|
|
2024
Q3 | $6.31M | Buy |
+157,961
| New | +$6.85M | 0.17% | 62 |
|
|
2024
Q2 | – | Sell |
-162,936
| Closed | -$8.12M | – | 340 |
|
|
2024
Q1 | $8.12M | Buy |
+162,936
| New | +$6.66M | 0.24% | 50 |
|
|
2023
Q4 | – | Sell |
-182,845
| Closed | -$7.25M | – | 307 |
|
|
2023
Q3 | $7.25M | Sell |
182,845
-40,169
| -18% | -$1.52M | 0.26% | 44 |
|
|
2023
Q2 | $7.05M | Sell |
223,014
-3,529
| -2% | -$99.7K | 0.25% | 47 |
|
|
2023
Q1 | $6.38M | Hold |
226,543
| – | – | 0.23% | 49 |
|
|
2022
Q4 | $7.89M | Buy |
226,543
+65,843
| +41% | +$2.74M | 0.29% | 45 |
|
|
2022
Q3 | $6.04M | Sell |
160,700
-17,481
| -10% | -$688K | 0.24% | 48 |
|
|
2022
Q2 | $6.09M | Sell |
178,181
-45,000
| -20% | -$1.83M | 0.23% | 52 |
|
|
2022
Q1 | $8.69M | Sell |
223,181
-4,500
| -2% | -$162K | 0.28% | 46 |
|
|
2021
Q4 | $6.71M | Buy |
227,681
+26,546
| +13% | +$829K | 0.21% | 61 |
|
|
2021
Q3 | $5.3M | Hold |
201,135
| – | – | 0.2% | 67 |
|
|
2021
Q2 | $4.95M | Hold |
201,135
| – | – | 0.19% | 70 |
|
|
2021
Q1 | $3.29M | Hold |
201,135
| – | – | 0.15% | 86 |
|
|
2020
Q4 | $1.23M | Buy |
201,135
+87,635
| +77% | +$295K | 0.08% | 77 |
|
|
2020
Q3 | $180K | Hold |
113,500
| – | – | 0.01% | 222 |
|
|
2020
Q2 | $426K | Hold |
113,500
| – | – | 0.04% | 127 |
|
|
2020
Q1 | $138K | Buy |
+113,500
| New | +$803K | 0.02% | 222 |
|
|
2019
Q4 | – | Sell |
-73,500
| Closed | -$712K | – | 1443 |
|
|
2019
Q3 | $712K | Buy |
+73,500
| New | +$749K | 0.09% | 119 |
|
Other funds holding SM
VPM
AC
VCM
DSC
