First Trust Advisors’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 | $32.4M | Sell |
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|
2025
Q1 | $48.4M | Sell |
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|
2024
Q4 | $104M | Buy |
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|
2024
Q3 | $76.6M | Buy |
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|
2024
Q2 | $57.5M | Buy |
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|
2024
Q1 | $62M | Buy |
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|
2023
Q4 | $41.7M | Buy |
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|
2023
Q3 | $34.8M | Sell |
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|
2023
Q2 | $29.7M | Sell |
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|
2023
Q1 | $26.8M | Buy |
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|
2022
Q4 | $31.8M | Sell |
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|
2022
Q3 | $61.8M | Buy |
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|
2022
Q2 | $54.2M | Buy |
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|
2022
Q1 | $28.3M | Sell |
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|
2021
Q4 | $54.1M | Buy |
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|
2021
Q3 | $13.8M | Sell |
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|
2021
Q2 | $14M | Buy |
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|
2021
Q1 | $7.81M | Buy |
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|
2020
Q4 | $113K | Sell |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $4.32M | Buy |
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|
2020
Q1 | $732K | Buy |
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|
2019
Q4 | $5.44M | Sell |
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|
2019
Q3 | $5.47M | Sell |
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|
2019
Q2 | $9.51M | Buy |
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|
2019
Q1 | $11.2M | Sell |
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|
2018
Q4 | $10.4M | Sell |
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|
2018
Q3 | $23.5M | Buy |
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|
2018
Q2 | $17.1M | Buy |
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|
2018
Q1 | $10.2M | Sell |
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|
2017
Q4 | $16.8M | Buy |
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|
2017
Q3 | $12.5M | Buy |
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|
2017
Q2 | $6.86M | Buy |
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|
2017
Q1 | $6.51M | Sell |
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|
2016
Q4 | $11.2M | Sell |
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|
2016
Q3 | $49.6M | Sell |
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|
2016
Q2 | $50.5M | Sell |
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|
2016
Q1 | $39.4M | Buy |
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|
2015
Q4 | $11.5M | Buy |
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|
2015
Q3 | $10.4M | Buy |
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|
2015
Q2 | $8.88M | Sell |
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|
2015
Q1 | $17.8M | Buy |
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|
2014
Q4 | $13M | Buy |
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|
2014
Q3 | $23.5M | Sell |
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|
2014
Q2 | $25.5M | Sell |
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|
2014
Q1 | $27.6M | Buy |
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|
2013
Q4 | $12.3M | Buy |
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|
2013
Q3 | $3.36M | Buy |
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|
2013
Q2 | $564K | Buy |
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