Holocene Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
171,336
+98,403
| +135% | +$2.43M | 0.01% | 417 |
|
|
2025
Q1 | $2.18M | Buy |
+72,933
| New | +$2.18M | 0.01% | 521 |
|
|
2024
Q1 | – | Sell |
-28,604
| Closed | -$1.11M | – | 853 |
|
|
2023
Q4 | $1.11M | Sell |
28,604
-6,749
| -19% | -$261K | ﹤0.01% | 600 |
|
|
2023
Q3 | $1.4M | Sell |
35,353
-150,732
| -81% | -$5.98M | 0.01% | 599 |
|
|
2023
Q2 | $5.89M | Buy |
186,085
+42,288
| +29% | +$1.34M | 0.03% | 330 |
|
|
2023
Q1 | $4.05M | Buy |
+143,797
| New | +$4.05M | 0.02% | 317 |
|