Fisher Asset 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 | $21.3M | Sell |
861,301
-575
| -0.1% | -$14.2K | 0.01% | 308 |
|
|
2025
Q1 | $25.8M | Buy |
861,876
+342,574
| +66% | +$10.3M | 0.01% | 291 |
|
|
2024
Q4 | $20.1M | Buy |
519,302
+354,297
| +215% | +$13.7M | 0.01% | 341 |
|
|
2024
Q3 | $6.6M | Buy |
165,005
+24,660
| +18% | +$986K | ﹤0.01% | 459 |
|
|
2024
Q2 | $6.07M | Buy |
140,345
+74,561
| +113% | +$3.22M | ﹤0.01% | 472 |
|
|
2024
Q1 | $3.28M | Buy |
+65,784
| New | +$3.28M | ﹤0.01% | 537 |
|