Jackson Creek Investment Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,757
| Closed | -$1.07M | – | 356 |
|
|
2024
Q3 | $1.07M | Buy |
26,757
+5,960
| +29% | +$238K | 0.32% | 167 |
|
|
2024
Q2 | $899K | Buy |
+20,797
| New | +$899K | 0.33% | 174 |
|
|
2022
Q3 | – | Sell |
-29,498
| Closed | -$1.22M | – | 341 |
|
|
2022
Q2 | $1.22M | Sell |
29,498
-2,409
| -8% | -$99.5K | 0.49% | 18 |
|
|
2022
Q1 | $1.24M | Buy |
31,907
+666
| +2% | +$25.9K | 0.45% | 47 |
|
|
2021
Q4 | $921K | Sell |
31,241
-26,646
| -46% | -$786K | 0.33% | 173 |
|
|
2021
Q3 | $1.53M | Buy |
+57,887
| New | +$1.53M | 0.57% | 15 |
|