GI
SM icon

GAMMA Investing’s SM Energy SM Stock Holding History

GAMMA Investing’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$264K Buy
10,108
+371
+4% +$11.1K 0.01% 1060
2026
Q1 		$304K Buy
9,737
+7,475
+330% +$171K 0.01% 837
2025
Q4 		$42.3K Sell
2,262
-4,603
-67% -$93.2K ﹤0.01% 2182
2025
Q3 		$171K Buy
6,865
+894
+15% +$24.1K 0.01% 1086
2025
Q2 		$148K Buy
5,971
+1,282
+27% +$31K 0.01% 1129
2025
Q1 		$140K Sell
4,689
-737
-14% -$26.4K 0.01% 979
2024
Q4 		$210K Sell
5,426
-1,636
-23% -$69.1K 0.02% 666
2024
Q3 		$282K Buy
7,062
+505
+8% +$21.9K 0.03% 490
2024
Q2 		$283K Buy
6,557
+989
+18% +$48.6K 0.04% 402
2024
Q1 		$278K Buy
5,568
+1,343
+32% +$54.9K 0.06% 312
2023
Q4 		$157K Buy
+4,225
New +$163K 0.04% 383

Other funds holding SM

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return