Los Angeles Capital 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 | $228K | Sell |
9,220
-23,494
| -72% | -$581K | ﹤0.01% | 1142 |
|
|
2025
Q1 | $980K | Buy |
32,714
+6,806
| +26% | +$204K | ﹤0.01% | 572 |
|
|
2024
Q4 | $1M | Sell |
25,908
-39,513
| -60% | -$1.53M | ﹤0.01% | 620 |
|
|
2024
Q3 | $2.61M | Buy |
65,421
+28,920
| +79% | +$1.16M | 0.01% | 406 |
|
|
2024
Q2 | $1.58M | Buy |
36,501
+27,633
| +312% | +$1.19M | 0.01% | 508 |
|
|
2024
Q1 | $442K | Sell |
8,868
-27,227
| -75% | -$1.36M | ﹤0.01% | 914 |
|
|
2023
Q4 | $1.4M | Sell |
36,095
-20,159
| -36% | -$781K | 0.01% | 564 |
|
|
2023
Q3 | $2.23M | Buy |
+56,254
| New | +$2.23M | 0.01% | 423 |
|
|
2023
Q2 | – | Sell |
-52,367
| Closed | -$1.47M | – | 1276 |
|
|
2023
Q1 | $1.47M | Buy |
52,367
+5,382
| +11% | +$152K | 0.01% | 562 |
|
|
2022
Q4 | $1.64M | Sell |
46,985
-1,727
| -4% | -$60.2K | 0.01% | 571 |
|
|
2022
Q3 | $1.83M | Buy |
48,712
+16,008
| +49% | +$602K | 0.01% | 522 |
|
|
2022
Q2 | $1.12M | Buy |
32,704
+22,249
| +213% | +$761K | 0.01% | 682 |
|
|
2022
Q1 | $407K | Sell |
10,455
-377
| -3% | -$14.7K | ﹤0.01% | 1117 |
|
|
2021
Q4 | $319K | Sell |
10,832
-1,760
| -14% | -$51.8K | ﹤0.01% | 1217 |
|
|
2021
Q3 | $332K | Buy |
+12,592
| New | +$332K | ﹤0.01% | 1263 |
|
|
2020
Q4 | – | Sell |
-255,137
| Closed | -$406K | – | 1545 |
|
|
2020
Q3 | $406K | Sell |
255,137
-208,775
| -45% | -$332K | ﹤0.01% | 1169 |
|
|
2020
Q2 | $1.74M | Buy |
+463,912
| New | +$1.74M | 0.01% | 645 |
|
|
2020
Q1 | – | Sell |
-12,625
| Closed | -$142K | – | 1453 |
|
|
2019
Q4 | $142K | Buy |
+12,625
| New | +$142K | ﹤0.01% | 1223 |
|
|
2014
Q4 | – | Sell |
-37,856
| Closed | -$2.95M | – | 1148 |
|
|
2014
Q3 | $2.95M | Sell |
37,856
-134,509
| -78% | -$10.5M | 0.04% | 374 |
|
|
2014
Q2 | $14.5M | Buy |
172,365
+15,135
| +10% | +$1.27M | 0.14% | 192 |
|
|
2014
Q1 | $11.2M | Buy |
157,230
+151,710
| +2,748% | +$10.8M | 0.12% | 213 |
|
|
2013
Q4 | $459K | Hold |
5,520
| – | – | 0.01% | 935 |
|
|
2013
Q3 | $426K | Buy |
+5,520
| New | +$426K | 0.01% | 972 |
|