Hillsdale Investment 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
Q1 | – | Sell |
-97,800
| Closed | -$3.79M | – | 694 |
|
|
2024
Q4 | $3.79M | Buy |
97,800
+400
| +0.4% | +$15.5K | 0.19% | 148 |
|
|
2024
Q3 | $3.89M | Buy |
97,400
+800
| +0.8% | +$32K | 0.3% | 130 |
|
|
2024
Q2 | $4.18M | Sell |
96,600
-4,100
| -4% | -$177K | 0.33% | 90 |
|
|
2024
Q1 | $5.02M | Buy |
+100,700
| New | +$5.02M | 0.4% | 73 |
|
|
2023
Q1 | – | Sell |
-141,000
| Closed | -$4.91M | – | 638 |
|
|
2022
Q4 | $4.91M | Sell |
141,000
-8,000
| -5% | -$279K | 0.42% | 72 |
|
|
2022
Q3 | $5.6M | Hold |
149,000
| – | – | 0.51% | 50 |
|
|
2022
Q2 | $5.09M | Sell |
149,000
-51,300
| -26% | -$1.75M | 0.41% | 72 |
|
|
2022
Q1 | $7.8M | Sell |
200,300
-41,600
| -17% | -$1.62M | 0.5% | 37 |
|
|
2021
Q4 | $7.13M | Buy |
241,900
+3,800
| +2% | +$112K | 0.48% | 45 |
|
|
2021
Q3 | $6.28M | Buy |
+238,100
| New | +$6.28M | 0.48% | 44 |
|