Foundry Partners’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.53M | Buy |
218,150
+22,389
| +11% | +$671K | 0.35% | 87 |
|
|
2024
Q4 | $7.59M | Buy |
195,761
+33,601
| +21% | +$1.3M | 0.38% | 80 |
|
|
2024
Q3 | $6.48M | Buy |
162,160
+33,486
| +26% | +$1.34M | 0.32% | 100 |
|
|
2024
Q2 | $5.56M | Buy |
128,674
+26,367
| +26% | +$1.14M | 0.3% | 103 |
|
|
2024
Q1 | $5.1M | Buy |
102,307
+96,727
| +1,733% | +$4.82M | 0.27% | 127 |
|
|
2023
Q4 | $216K | Sell |
5,580
-3,470
| -38% | -$134K | 0.01% | 281 |
|
|
2023
Q3 | $359K | Buy |
+9,050
| New | +$359K | 0.02% | 243 |
|