LSP Investment Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-304,191
| Closed | -$11.8M | – | 23 |
|
|
2024
Q4 | $11.8M | Buy |
304,191
+105,945
| +53% | +$4.11M | 8.23% | 4 |
|
|
2024
Q3 | $7.92M | Hold |
198,246
| – | – | 4.27% | 6 |
|
|
2024
Q2 | $8.57M | Buy |
198,246
+64,840
| +49% | +$2.8M | 4.87% | 5 |
|
|
2024
Q1 | $6.65M | Hold |
133,406
| – | – | 3.58% | 5 |
|
|
2023
Q4 | $5.17M | Buy |
+133,406
| New | +$5.17M | 2.44% | 5 |
|