MV Capital 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 | $3.14K | Buy |
127
+124
| +4,133% | +$3.07K | ﹤0.01% | 658 |
|
|
2025
Q1 | $90 | Hold |
3
| – | – | ﹤0.01% | 995 |
|
|
2024
Q4 | $117 | Buy |
3
+2
| +200% | +$78 | ﹤0.01% | 944 |
|
|
2024
Q3 | $40 | Sell |
1
-1
| -50% | -$40 | ﹤0.01% | 1034 |
|
|
2024
Q2 | $87 | Hold |
2
| – | – | ﹤0.01% | 909 |
|
|
2024
Q1 | $100 | Buy |
+2
| New | +$100 | ﹤0.01% | 770 |
|