KBC Group’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 | $94K | Sell |
3,790
-1,285
| -25% | -$31.9K | ﹤0.01% | 1239 |
|
2025
Q1 | $152K | Buy |
5,075
+221
| +5% | +$6.62K | ﹤0.01% | 1242 |
|
2024
Q4 | $188K | Buy |
4,854
+1,533
| +46% | +$59.4K | ﹤0.01% | 1167 |
|
2024
Q3 | $133K | Buy |
3,321
+476
| +17% | +$19.1K | ﹤0.01% | 1116 |
|
2024
Q2 | $123K | Sell |
2,845
-56
| -2% | -$2.42K | ﹤0.01% | 1071 |
|
2024
Q1 | $145K | Hold |
2,901
| – | – | ﹤0.01% | 956 |
|
2023
Q4 | $112K | Hold |
2,901
| – | – | ﹤0.01% | 1014 |
|
2023
Q3 | $115K | Sell |
2,901
-6,225
| -68% | -$247K | ﹤0.01% | 959 |
|
2023
Q2 | $289K | Sell |
9,126
-864
| -9% | -$27.4K | ﹤0.01% | 840 |
|
2023
Q1 | $281K | Sell |
9,990
-599
| -6% | -$16.8K | ﹤0.01% | 878 |
|
2022
Q4 | $369K | Hold |
10,589
| – | – | ﹤0.01% | 805 |
|
2022
Q3 | $398K | Hold |
10,589
| – | – | ﹤0.01% | 804 |
|
2022
Q2 | $362K | Buy |
10,589
+6,685
| +171% | +$229K | ﹤0.01% | 824 |
|
2022
Q1 | $152K | Buy |
3,904
+771
| +25% | +$30K | ﹤0.01% | 1100 |
|
2021
Q4 | $92K | Hold |
3,133
| – | – | ﹤0.01% | 1192 |
|
2021
Q3 | $83K | Sell |
3,133
-3,133
| -50% | -$83K | ﹤0.01% | 1192 |
|
2021
Q2 | $154K | Buy |
+6,266
| New | +$154K | ﹤0.01% | 1196 |
|
2020
Q1 | – | Sell |
-6,497
| Closed | -$73K | – | 1425 |
|
2019
Q4 | $73K | Sell |
6,497
-34,104
| -84% | -$383K | ﹤0.01% | 1386 |
|
2019
Q3 | $394K | Buy |
40,601
+34,104
| +525% | +$331K | ﹤0.01% | 1140 |
|
2019
Q2 | $81K | Hold |
6,497
| – | – | ﹤0.01% | 1322 |
|
2019
Q1 | $114K | Sell |
6,497
-92,344
| -93% | -$1.62M | ﹤0.01% | 1267 |
|
2018
Q4 | $1.53M | Sell |
98,841
-118,012
| -54% | -$1.83M | 0.02% | 610 |
|
2018
Q3 | $6.84M | Buy |
216,853
+75,588
| +54% | +$2.38M | 0.05% | 366 |
|
2018
Q2 | $3.63M | Buy |
+141,265
| New | +$3.63M | 0.03% | 469 |
|
2016
Q2 | – | Sell |
-31,274
| Closed | -$586K | – | 1314 |
|
2016
Q1 | $586K | Sell |
31,274
-3,773
| -11% | -$70.7K | 0.01% | 796 |
|
2015
Q4 | $689K | Buy |
35,047
+9,237
| +36% | +$182K | 0.01% | 713 |
|
2015
Q3 | $827K | Sell |
25,810
-40,307
| -61% | -$1.29M | 0.02% | 639 |
|
2015
Q2 | $3.05M | Buy |
66,117
+33,387
| +102% | +$1.54M | 0.04% | 432 |
|
2015
Q1 | $1.69M | Sell |
32,730
-27,833
| -46% | -$1.44M | 0.02% | 596 |
|
2014
Q4 | $2.34M | Sell |
60,563
-26,621
| -31% | -$1.03M | 0.03% | 548 |
|
2014
Q3 | $6.8M | Buy |
87,184
+10,333
| +13% | +$806K | 0.24% | 124 |
|
2014
Q2 | $6.46M | Sell |
76,851
-420
| -0.5% | -$35.3K | 0.07% | 332 |
|
2014
Q1 | $5.51M | Buy |
77,271
+36,411
| +89% | +$2.6M | 0.09% | 277 |
|
2013
Q4 | $3.4M | Buy |
40,860
+8,899
| +28% | +$740K | 0.05% | 386 |
|
2013
Q3 | $2.47M | Buy |
31,961
+2,374
| +8% | +$183K | 0.04% | 459 |
|
2013
Q2 | $1.78M | Buy |
+29,587
| New | +$1.78M | 0.03% | 516 |
|