Franklin Resources’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 | $5.18M | Buy |
166,152
+81,315
| +96% | +$1.86M | ﹤0.01% | 1510 |
|
|
2025
Q4 | $1.59M | Buy |
84,837
+15,519
| +22% | +$314K | ﹤0.01% | 1893 |
|
|
2025
Q3 | $1.73M | Sell |
69,318
-2,134
| -3% | -$57.6K | ﹤0.01% | 1824 |
|
|
2025
Q2 | $1.77M | Sell |
71,452
-1,604
| -2% | -$38.8K | ﹤0.01% | 1756 |
|
|
2025
Q1 | $2.19M | Sell |
73,056
-44,870
| -38% | -$1.61M | ﹤0.01% | 1658 |
|
|
2024
Q4 | $4.57M | Sell |
117,926
-3,099
| -3% | -$131K | ﹤0.01% | 1381 |
|
|
2024
Q3 | $5.4M | Sell |
121,025
-66,225
| -35% | -$2.87M | ﹤0.01% | 1321 |
|
|
2024
Q2 | $8.09M | Sell |
187,250
-5,508
| -3% | -$270K | ﹤0.01% | 1146 |
|
|
2024
Q1 | $9.61M | Buy |
192,758
+108,097
| +128% | +$4.42M | ﹤0.01% | 1090 |
|
|
2023
Q4 | $3.28M | Sell |
84,661
-2,300
| -3% | -$88.7K | ﹤0.01% | 1235 |
|
|
2023
Q3 | $3.45M | Sell |
86,961
-6,014
| -6% | -$228K | ﹤0.01% | 1199 |
|
|
2023
Q2 | $2.94M | Buy |
92,975
+58,486
| +170% | +$1.65M | ﹤0.01% | 1289 |
|
|
2023
Q1 | $971K | Buy |
34,489
+1,577
| +5% | +$48.1K | ﹤0.01% | 1512 |
|
|
2022
Q4 | $1.15M | Sell |
32,912
-2,292
| -7% | -$95.3K | ﹤0.01% | 1483 |
|
|
2022
Q3 | $1.32M | Buy |
35,204
+869
| +3% | +$34.2K | ﹤0.01% | 1455 |
|
|
2022
Q2 | $1.17M | Sell |
34,335
-12,331
| -26% | -$501K | ﹤0.01% | 1498 |
|
|
2022
Q1 | $1.82M | Sell |
46,666
-1,967
| -4% | -$70.9K | ﹤0.01% | 1443 |
|
|
2021
Q4 | $1.43M | Sell |
48,633
-1,317
| -3% | -$41.1K | ﹤0.01% | 1571 |
|
|
2021
Q3 | $1.32M | Buy |
+49,950
| New | +$1.01M | ﹤0.01% | 1559 |
|
|
2017
Q4 | – | Sell |
-158,300
| Closed | -$2.81M | – | 1524 |
|
|
2017
Q3 | $2.81M | Sell |
158,300
-407,130
| -72% | -$6.36M | ﹤0.01% | 1173 |
|
|
2017
Q2 | $9.35M | Buy |
565,430
+87,580
| +18% | +$1.74M | ﹤0.01% | 962 |
|
|
2017
Q1 | $11.5M | Buy |
477,850
+242,950
| +103% | +$6.73M | 0.01% | 932 |
|
|
2016
Q4 | $8.1M | Buy |
234,900
+42,000
| +22% | +$1.52M | ﹤0.01% | 1006 |
|
|
2016
Q3 | $7.44M | Sell |
192,900
-83,500
| -30% | -$2.68M | ﹤0.01% | 1032 |
|
|
2016
Q2 | $7.46M | Sell |
276,400
-182,000
| -40% | -$5.1M | ﹤0.01% | 1023 |
|
|
2016
Q1 | $8.59M | Buy |
458,400
+100,100
| +28% | +$1.38M | ﹤0.01% | 1013 |
|
|
2015
Q4 | $7.04M | Buy |
358,300
+147,100
| +70% | +$4.48M | ﹤0.01% | 1069 |
|
|
2015
Q3 | $6.77M | Buy |
211,200
+29,200
| +16% | +$1.06M | ﹤0.01% | 1092 |
|
|
2015
Q2 | $8.39M | Sell |
182,000
-86,600
| -32% | -$4.57M | ﹤0.01% | 1077 |
|
|
2015
Q1 | $13.9M | Sell |
268,600
-5,100
| -2% | -$221K | 0.01% | 972 |
|
|
2014
Q4 | $10.6M | Buy |
273,700
+38,950
| +17% | +$1.95M | ﹤0.01% | 1041 |
|
|
2014
Q3 | $18.3M | Buy |
234,750
+900
| +0.4% | +$73.4K | 0.01% | 893 |
|
|
2014
Q2 | $19.7M | Buy |
233,850
+36,800
| +19% | +$2.82M | 0.01% | 876 |
|
|
2014
Q1 | $14M | Buy |
197,050
+17,983
| +10% | +$1.41M | 0.01% | 943 |
|
|
2013
Q4 | $14.9M | Sell |
179,067
-215,843
| -55% | -$18.4M | 0.01% | 896 |
|
|
2013
Q3 | $30.5M | Sell |
394,910
-501,290
| -56% | -$34.7M | 0.02% | 688 |
|
|
2013
Q2 | $53.8M | Buy |
+896,200
| New | +$54.6M | 0.03% | 491 |
|
Other funds holding SM
VPM
AC
VCM
DSC
