Jupiter Asset Management’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 | – | Sell |
-199,362
| Closed | -$5.97M | – | 511 |
|
|
2025
Q1 | $5.97M | Sell |
199,362
-111,603
| -36% | -$3.34M | 0.06% | 262 |
|
|
2024
Q4 | $12.1M | Sell |
310,965
-104,750
| -25% | -$4.06M | 0.12% | 211 |
|
|
2024
Q3 | $16.6M | Sell |
415,715
-743,773
| -64% | -$29.7M | 0.15% | 179 |
|
|
2024
Q2 | $50.1M | Buy |
1,159,488
+1,046,872
| +930% | +$45.3M | 0.47% | 66 |
|
|
2024
Q1 | $5.61M | Buy |
+112,616
| New | +$5.61M | 0.05% | 246 |
|