LPL Financial’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.05M | Buy |
161,992
+119,711
| +283% | +$2.73M | ﹤0.01% | 2608 |
|
|
2025
Q4 | $791K | Sell |
42,281
-26,716
| -39% | -$541K | ﹤0.01% | 4303 |
|
|
2025
Q3 | $1.72M | Sell |
68,997
-1,396
| -2% | -$37.6K | ﹤0.01% | 3456 |
|
|
2025
Q2 | $1.74M | Buy |
70,393
+26,007
| +59% | +$630K | ﹤0.01% | 3259 |
|
|
2025
Q1 | $1.33M | Sell |
44,386
-2,947
| -6% | -$106K | ﹤0.01% | 3311 |
|
|
2024
Q4 | $1.83M | Buy |
47,333
+21,140
| +81% | +$893K | ﹤0.01% | 2942 |
|
|
2024
Q3 | $1.05M | Sell |
26,193
-519
| -2% | -$22.5K | ﹤0.01% | 3357 |
|
|
2024
Q2 | $1.15M | Buy |
26,712
+2,855
| +12% | +$140K | ﹤0.01% | 3113 |
|
|
2024
Q1 | $1.19M | Buy |
23,857
+6,387
| +37% | +$261K | ﹤0.01% | 3022 |
|
|
2023
Q4 | $676K | Buy |
17,470
+5,147
| +42% | +$198K | ﹤0.01% | 3403 |
|
|
2023
Q3 | $489K | Buy |
12,323
+3,515
| +40% | +$133K | ﹤0.01% | 3507 |
|
|
2023
Q2 | $279K | Buy |
+8,808
| New | +$249K | ﹤0.01% | 3908 |
|
|
2023
Q1 | – | Sell |
-8,135
| Closed | -$283K | – | 4576 |
|
|
2022
Q4 | $283K | Buy |
8,135
+53
| +0.7% | +$2.2K | ﹤0.01% | 3685 |
|
|
2022
Q3 | $304K | Sell |
8,082
-3,416
| -30% | -$134K | ﹤0.01% | 3579 |
|
|
2022
Q2 | $393K | Buy |
11,498
+1,214
| +12% | +$49.3K | ﹤0.01% | 3412 |
|
|
2022
Q1 | $401K | Sell |
10,284
-7,911
| -43% | -$285K | ﹤0.01% | 3360 |
|
|
2021
Q4 | $536K | Buy |
18,195
+4,895
| +37% | +$153K | ﹤0.01% | 3217 |
|
|
2021
Q3 | $351K | Buy |
+13,300
| New | +$269K | ﹤0.01% | 3522 |
|
|
2020
Q4 | – | Sell |
-17,569
| Closed | -$28K | – | 3861 |
|
|
2020
Q3 | $28K | Buy |
17,569
+500
| +3% | +$1.4K | ﹤0.01% | 3489 |
|
|
2020
Q2 | $64K | Buy |
+17,069
| New | +$55.9K | ﹤0.01% | 3338 |
|
|
2018
Q4 | – | Sell |
-7,356
| Closed | -$232K | – | 3226 |
|
|
2018
Q3 | $232K | Buy |
+7,356
| New | +$211K | ﹤0.01% | 2880 |
|
|
2017
Q4 | – | Sell |
-15,233
| Closed | -$270K | – | 3065 |
|
|
2017
Q3 | $270K | Sell |
15,233
-549
| -3% | -$8.58K | ﹤0.01% | 2449 |
|
|
2017
Q2 | $261K | Buy |
+15,782
| New | +$313K | ﹤0.01% | 2402 |
|
|
2016
Q4 | – | Sell |
-24,043
| Closed | -$924K | – | 2773 |
|
|
2016
Q3 | $924K | Sell |
24,043
-1,203
| -5% | -$38.6K | 0.01% | 1265 |
|
|
2016
Q2 | $666K | Buy |
+25,246
| New | +$708K | 0.01% | 1446 |
|
|
2015
Q3 | – | Sell |
-6,619
| Closed | -$278K | – | 2883 |
|
|
2015
Q2 | $278K | Sell |
6,619
-766
| -10% | -$40.4K | ﹤0.01% | 2372 |
|
|
2015
Q1 | $388K | Buy |
+7,385
| New | +$321K | ﹤0.01% | 2035 |
|
|
2014
Q4 | – | Sell |
-3,226
| Closed | -$244K | – | 2785 |
|
|
2014
Q3 | $244K | Buy |
+3,226
| New | +$263K | ﹤0.01% | 2318 |
|
|
2014
Q2 | – | Sell |
-3,110
| Closed | -$222K | – | 2741 |
|
|
2014
Q1 | $222K | Buy |
3,110
+555
| +22% | +$43.4K | ﹤0.01% | 2359 |
|
|
2013
Q4 | $212K | Buy |
+2,555
| New | +$218K | ﹤0.01% | 2403 |
|
Other funds holding SM
VPM
AC
VCM
DSC
