Homestead Advisers’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 | – | Sell |
|
|||||
|
2025
Q1 | $2.96M | Sell |
|
|||||
|
2024
Q4 | $5.01M | Sell |
|
|||||
|
2024
Q3 | $5.89M | Sell |
|
|||||
|
2024
Q2 | $6.63M | Hold |
|
|||||
|
2024
Q1 | $7.64M | Hold |
|
|||||
|
2023
Q4 | $5.94M | Hold |
|
|||||
|
2023
Q3 | $6.08M | Hold |
|
|||||
|
2023
Q2 | $4.85M | Hold |
|
|||||
|
2023
Q1 | $4.32M | Buy |
|
|||||
|
2022
Q4 | $3.94M | Buy |
|