Inspire Investing’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 | $782K | Sell |
25,091
-4,451
| -15% | -$102K | 0.05% | 367 |
|
|
2025
Q4 | $552K | Buy |
29,542
+7,548
| +34% | +$153K | 0.05% | 314 |
|
|
2025
Q3 | $549K | Buy |
21,994
+2,960
| +16% | +$79.8K | 0.05% | 292 |
|
|
2025
Q2 | $470K | Buy |
19,034
+5,728
| +43% | +$139K | 0.05% | 301 |
|
|
2025
Q1 | $399K | Buy |
13,306
+1,854
| +16% | +$66.5K | 0.05% | 312 |
|
|
2024
Q4 | $444K | Buy |
11,452
+93
| +0.8% | +$3.93K | 0.05% | 328 |
|
|
2024
Q3 | $454K | Buy |
11,359
+2,277
| +25% | +$98.8K | 0.05% | 343 |
|
|
2024
Q2 | $393K | Buy |
9,082
+613
| +7% | +$30.1K | 0.05% | 344 |
|
|
2024
Q1 | $422K | Sell |
8,469
-1,408
| -14% | -$57.6K | 0.04% | 361 |
|
|
2023
Q4 | $382K | Buy |
9,877
+2,174
| +28% | +$83.8K | 0.04% | 692 |
|
|
2023
Q3 | $305K | Sell |
7,703
-2,192
| -22% | -$83.1K | 0.04% | 720 |
|
|
2023
Q2 | $313K | Buy |
9,895
+237
| +2% | +$6.7K | 0.04% | 683 |
|
|
2023
Q1 | $272K | Buy |
9,658
+2,888
| +43% | +$88.1K | 0.03% | 691 |
|
|
2022
Q4 | $236K | Buy |
6,770
+1,231
| +22% | +$51.2K | 0.03% | 504 |
|
|
2022
Q3 | $208K | Sell |
5,539
-705
| -11% | -$27.7K | 0.03% | 411 |
|
|
2022
Q2 | $213K | Buy |
6,244
+259
| +4% | +$10.5K | 0.03% | 448 |
|
|
2022
Q1 | $233K | Sell |
5,985
-2,464
| -29% | -$88.8K | 0.03% | 763 |
|
|
2021
Q4 | $249K | Sell |
8,449
-1,253
| -13% | -$39.1K | 0.03% | 529 |
|
|
2021
Q3 | $256K | Sell |
9,702
-8,514
| -47% | -$172K | 0.03% | 351 |
|
|
2021
Q2 | $449K | Buy |
18,216
+552
| +3% | +$10.7K | 0.06% | 380 |
|
|
2021
Q1 | $289K | Sell |
17,664
-14,948
| -46% | -$191K | 0.04% | 533 |
|
|
2020
Q4 | $200K | Buy |
+32,612
| New | +$110K | 0.04% | 613 |
|
|
2020
Q1 | – | Sell |
-16,632
| Closed | -$187K | – | 802 |
|
|
2019
Q4 | $187K | Sell |
16,632
-834
| -5% | -$7.51K | 0.07% | 287 |
|
|
2019
Q3 | $169K | Buy |
17,466
+3,166
| +22% | +$32.3K | 0.06% | 363 |
|
|
2019
Q2 | $179K | Buy |
+14,300
| New | +$208K | 0.08% | 268 |
|
|
2018
Q1 | – | Sell |
-2,943
| Closed | -$65K | – | 623 |
|
|
2017
Q4 | $65K | Buy |
+2,943
| New | +$59.4K | 0.06% | 247 |
|
Other funds holding SM
VPM
AC
VCM
DSC
