HSBC Holdings’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.86M | Sell |
59,225
-143,752
| -71% | -$3.28M | ﹤0.01% | 1558 |
|
|
2025
Q4 | $3.79M | Buy |
202,977
+120,443
| +146% | +$2.44M | ﹤0.01% | 1315 |
|
|
2025
Q3 | $2.07M | Buy |
82,534
+21,071
| +34% | +$568K | ﹤0.01% | 1484 |
|
|
2025
Q2 | $1.53M | Buy |
61,463
+46,893
| +322% | +$1.14M | ﹤0.01% | 1596 |
|
|
2025
Q1 | $437K | Sell |
14,570
-5,656
| -28% | -$203K | ﹤0.01% | 2156 |
|
|
2024
Q4 | $784K | Sell |
20,226
-3,142
| -13% | -$133K | ﹤0.01% | 1929 |
|
|
2024
Q3 | $934K | Sell |
23,368
-26,847
| -53% | -$1.16M | ﹤0.01% | 1732 |
|
|
2024
Q2 | $2.17M | Sell |
50,215
-33,305
| -40% | -$1.64M | ﹤0.01% | 1378 |
|
|
2024
Q1 | $4.16M | Buy |
83,520
+27,153
| +48% | +$1.11M | ﹤0.01% | 1170 |
|
|
2023
Q4 | $2.2M | Sell |
56,367
-3,102
| -5% | -$120K | ﹤0.01% | 1456 |
|
|
2023
Q3 | $2.38M | Sell |
59,469
-133,441
| -69% | -$5.06M | ﹤0.01% | 1372 |
|
|
2023
Q2 | $6.12M | Buy |
192,910
+81,400
| +73% | +$2.3M | 0.01% | 981 |
|
|
2023
Q1 | $3.14M | Sell |
111,510
-49,896
| -31% | -$1.52M | ﹤0.01% | 1320 |
|
|
2022
Q4 | $5.58M | Buy |
161,406
+46,084
| +40% | +$1.92M | 0.01% | 1203 |
|
|
2022
Q3 | $4.35M | Buy |
115,322
+85,697
| +289% | +$3.37M | 0.01% | 1237 |
|
|
2022
Q2 | $1.03M | Sell |
29,625
-82,808
| -74% | -$3.37M | ﹤0.01% | 1911 |
|
|
2022
Q1 | $4.5M | Buy |
112,433
+60,532
| +117% | +$2.18M | 0.01% | 1218 |
|
|
2021
Q4 | $1.53M | Buy |
51,901
+24,293
| +88% | +$758K | ﹤0.01% | 1802 |
|
|
2021
Q3 | $723K | Sell |
27,608
-160,369
| -85% | -$3.24M | ﹤0.01% | 2055 |
|
|
2021
Q2 | $4.58M | Buy |
187,977
+138,801
| +282% | +$2.69M | 0.01% | 1139 |
|
|
2021
Q1 | $824K | Sell |
49,176
-408,953
| -89% | -$5.23M | ﹤0.01% | 1704 |
|
|
2020
Q4 | $2.76M | Buy |
458,129
+391,389
| +586% | +$1.32M | ﹤0.01% | 1226 |
|
|
2020
Q3 | $107K | Sell |
66,740
-8,860
| -12% | -$24.7K | ﹤0.01% | 2616 |
|
|
2020
Q2 | $284K | Buy |
75,600
+52,932
| +234% | +$173K | ﹤0.01% | 2160 |
|
|
2020
Q1 | $28K | Hold |
22,668
| – | – | ﹤0.01% | 2604 |
|
|
2019
Q4 | $255K | Sell |
22,668
-28,620
| -56% | -$258K | ﹤0.01% | 2676 |
|
|
2019
Q3 | $497K | Buy |
51,288
+34,147
| +199% | +$348K | ﹤0.01% | 2341 |
|
|
2019
Q2 | $215K | Buy |
+17,141
| New | +$249K | ﹤0.01% | 2515 |
|
|
2018
Q4 | – | Sell |
-13,471
| Closed | -$424K | – | 2706 |
|
|
2018
Q3 | $424K | Buy |
13,471
+2,324
| +21% | +$66.7K | ﹤0.01% | 2094 |
|
|
2018
Q2 | $287K | Buy |
11,147
+1,100
| +11% | +$25.7K | ﹤0.01% | 2297 |
|
|
2018
Q1 | $181K | Sell |
10,047
-1,200
| -11% | -$25.9K | ﹤0.01% | 2415 |
|
|
2017
Q4 | $249K | Buy |
+11,247
| New | +$227K | ﹤0.01% | 1812 |
|
|
2016
Q1 | – | Sell |
-10,292
| Closed | -$203K | – | 2223 |
|
|
2015
Q4 | $203K | Buy |
10,292
+2,780
| +37% | +$84.7K | ﹤0.01% | 2070 |
|
|
2015
Q3 | $240K | Buy |
7,512
+2,357
| +46% | +$85.5K | ﹤0.01% | 1723 |
|
|
2015
Q2 | $237K | Sell |
5,155
-2,771
| -35% | -$146K | ﹤0.01% | 1734 |
|
|
2015
Q1 | $410K | Buy |
+7,926
| New | +$344K | ﹤0.01% | 1626 |
|
|
2014
Q4 | – | Sell |
-4,655
| Closed | -$362K | – | 1831 |
|
|
2014
Q3 | $362K | Sell |
4,655
-5,847
| -56% | -$477K | ﹤0.01% | 1540 |
|
|
2014
Q2 | $883K | Buy |
10,502
+7,339
| +232% | +$563K | ﹤0.01% | 1337 |
|
|
2014
Q1 | $226K | Buy |
+3,163
| New | +$247K | ﹤0.01% | 1599 |
|
Other funds holding SM
VPM
AC
VCM
DSC
