Martingale Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.18M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $607K | Sell |
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|
2024
Q1 | $740K | Sell |
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|
2023
Q4 | $700K | Sell |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $562K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $709K | Sell |
|
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.84M | Sell |
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|
2014
Q4 | $1.57M | Buy |
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|
2014
Q3 | $3.11M | Buy |
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|
2014
Q2 | $2.97M | Buy |
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|
2014
Q1 | $2.31M | Buy |
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|
2013
Q4 | $2.33M | Buy |
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|
2013
Q3 | $697K | Buy |
|