Meritage Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $209K | Sell |
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|
2025
Q2 | $322K | Buy |
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|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $499K | Buy |
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|
2024
Q3 | $458K | Buy |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $523K | Sell |
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $265K | Sell |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q4 | $248K | Buy |
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