Lathrop Investment Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $212K | Sell |
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|
2016
Q4 | $1.2M | Sell |
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|
2016
Q3 | $2.47M | Buy |
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|
2016
Q2 | $1.02M | Sell |
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|
2016
Q1 | $708K | Hold |
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|
2015
Q4 | $742K | Sell |
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|
2015
Q3 | $1.41M | Sell |
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|
2015
Q2 | $2.23M | Sell |
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|
2015
Q1 | $2.74M | Sell |
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|
2014
Q4 | $2.45M | Sell |
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|
2014
Q3 | $9.04M | Buy |
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|
2014
Q2 | $9.68M | Buy |
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|
2014
Q1 | $8.14M | Buy |
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|
2013
Q4 | $9.1M | Buy |
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|
2013
Q3 | $8.36M | Buy |
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|
2013
Q2 | $6.45M | Buy |
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