LSV Asset 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 | $11.3M | Sell |
457,100
-5,191
| -1% | -$128K | 0.03% | 375 |
|
|
2025
Q1 | $13.8M | Buy |
462,291
+126,991
| +38% | +$3.8M | 0.03% | 352 |
|
|
2024
Q4 | $13M | Buy |
335,300
+211,500
| +171% | +$8.2M | 0.03% | 367 |
|
|
2024
Q3 | $4.95M | Buy |
123,800
+24,900
| +25% | +$995K | 0.01% | 498 |
|
|
2024
Q2 | $4.28M | Buy |
98,900
+73,100
| +283% | +$3.16M | 0.01% | 533 |
|
|
2024
Q1 | $1.29M | Buy |
25,800
+3,900
| +18% | +$194K | ﹤0.01% | 658 |
|
|
2023
Q4 | $848K | Buy |
+21,900
| New | +$848K | ﹤0.01% | 699 |
|