Morgan Stanley’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
Q2 | $38.2M | Buy |
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|
2025
Q1 | $38.7M | Sell |
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|
2024
Q4 | $54.8M | Buy |
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|
2024
Q3 | $54.9M | Buy |
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|
2024
Q2 | $46.7M | Sell |
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|
2024
Q1 | $66.8M | Sell |
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|
2023
Q4 | $116M | Buy |
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|
2023
Q3 | $57.4M | Buy |
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|
2023
Q2 | $28.7M | Sell |
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|
2023
Q1 | $27.5M | Buy |
|
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|
2022
Q4 | $26.9M | Sell |
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|
2022
Q3 | $38.4M | Sell |
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|
2022
Q2 | $36.2M | Buy |
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|
2022
Q1 | $19.5M | Sell |
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|
2021
Q4 | $24.1M | Buy |
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|
2021
Q3 | $14.1M | Sell |
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|
2021
Q2 | $19.3M | Sell |
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|
2021
Q1 | $20.7M | Buy |
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|
2020
Q4 | $5.32M | Buy |
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|
2020
Q3 | $434K | Sell |
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|
2020
Q2 | $8.81M | Buy |
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|
2020
Q1 | $536K | Sell |
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|
2019
Q4 | $6.13M | Buy |
|
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|
2019
Q3 | $4.72M | Buy |
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|
2019
Q2 | $1.09M | Sell |
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|
2019
Q1 | $1.71M | Sell |
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|
2018
Q4 | $9.14M | Buy |
|
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|
2018
Q3 | $6.38M | Sell |
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|
2018
Q2 | $16M | Buy |
|
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|
2018
Q1 | $6.41M | Sell |
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|
2017
Q4 | $10.1M | Sell |
|
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|
2017
Q3 | $20.4M | Buy |
|
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|
2017
Q2 | $17.4M | Buy |
|
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|
2017
Q1 | $9.68M | Buy |
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|
2016
Q4 | $5.49M | Buy |
|
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|
2016
Q3 | $3.22M | Sell |
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|
2016
Q2 | $6.43M | Buy |
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|
2016
Q1 | $1.11M | Buy |
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|
2015
Q4 | $605K | Buy |
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|
2015
Q3 | $630K | Sell |
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|
2015
Q2 | $9.6M | Buy |
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|
2015
Q1 | $10.4M | Sell |
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|
2014
Q4 | $8.76M | Sell |
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|
2014
Q3 | $25.2M | Sell |
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|
2014
Q2 | $34.4M | Buy |
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|
2014
Q1 | $26.3M | Buy |
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|
2013
Q4 | $27.4M | Buy |
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|
2013
Q3 | $20M | Sell |
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|
2013
Q2 | $31.7M | Buy |
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