Gotham Asset Management’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 | $248K | Sell |
|
|||||
|
2025
Q1 | $410K | Sell |
|
|||||
|
2024
Q4 | $1.51M | Sell |
|
|||||
|
2024
Q3 | $3.44M | Buy |
|
|||||
|
2024
Q2 | $751K | Buy |
|
|||||
|
2024
Q1 | $829K | Buy |
|
|||||
|
2023
Q4 | $441K | Sell |
|
|||||
|
2023
Q3 | $611K | Buy |
|
|||||
|
2023
Q2 | $472K | Buy |
|
|||||
|
2023
Q1 | $376K | Hold |
|
|||||
|
2022
Q4 | $465K | Hold |
|
|||||
|
2022
Q3 | $502K | Sell |
|
|||||
|
2022
Q2 | $578K | Buy |
|
|||||
|
2022
Q1 | $609K | Sell |
|
|||||
|
2021
Q4 | $2.11M | Sell |
|
|||||
|
2021
Q3 | $2.91M | Buy |
|
|||||
|
2021
Q2 | $2.6M | Sell |
|
|||||
|
2021
Q1 | $1.76M | Sell |
|
|||||
|
2020
Q4 | $1.32M | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $267K | Buy |
|