Meritage Portfolio 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 | $322K | Buy |
13,026
+662
| +5% | +$16.4K | 0.02% | 279 |
|
|
2025
Q1 | $370K | Sell |
12,364
-512
| -4% | -$15.3K | 0.02% | 267 |
|
|
2024
Q4 | $499K | Buy |
12,876
+1,423
| +12% | +$55.2K | 0.03% | 249 |
|
|
2024
Q3 | $458K | Buy |
11,453
+965
| +9% | +$38.6K | 0.03% | 264 |
|
|
2024
Q2 | $453K | Sell |
10,488
-6
| -0.1% | -$259 | 0.03% | 247 |
|
|
2024
Q1 | $523K | Sell |
10,494
-610
| -5% | -$30.4K | 0.03% | 243 |
|
|
2023
Q4 | $430K | Buy |
11,104
+228
| +2% | +$8.83K | 0.03% | 260 |
|
|
2023
Q3 | $431K | Sell |
10,876
-358
| -3% | -$14.2K | 0.03% | 251 |
|
|
2023
Q2 | $355K | Buy |
11,234
+1,820
| +19% | +$57.5K | 0.03% | 281 |
|
|
2023
Q1 | $265K | Sell |
9,414
-616
| -6% | -$17.3K | 0.02% | 273 |
|
|
2022
Q4 | $349K | Buy |
10,030
+625
| +7% | +$21.7K | 0.03% | 240 |
|
|
2022
Q3 | $354K | Buy |
9,405
+32
| +0.3% | +$1.2K | 0.03% | 232 |
|
|
2022
Q2 | $320K | Sell |
9,373
-6
| -0.1% | -$205 | 0.02% | 242 |
|
|
2022
Q1 | $365K | Buy |
9,379
+969
| +12% | +$37.7K | 0.02% | 242 |
|
|
2021
Q4 | $248K | Buy |
+8,410
| New | +$248K | 0.01% | 289 |
|