Natixis Advisors’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 | $1.3M | Buy |
52,388
+11,473
| +28% | +$284K | ﹤0.01% | 1221 |
|
|
2025
Q1 | $1.23M | Sell |
40,915
-2,005
| -5% | -$60K | ﹤0.01% | 1224 |
|
|
2024
Q4 | $1.66M | Buy |
42,920
+1,978
| +5% | +$76.7K | ﹤0.01% | 1154 |
|
|
2024
Q3 | $1.64M | Sell |
40,942
-13,770
| -25% | -$550K | ﹤0.01% | 1147 |
|
|
2024
Q2 | $2.37M | Buy |
54,712
+2,214
| +4% | +$95.7K | 0.01% | 996 |
|
|
2024
Q1 | $2.62M | Buy |
52,498
+6,469
| +14% | +$322K | 0.01% | 958 |
|
|
2023
Q4 | $1.78M | Buy |
46,029
+2,839
| +7% | +$110K | ﹤0.01% | 1037 |
|
|
2023
Q3 | $1.71M | Buy |
43,190
+3,726
| +9% | +$148K | 0.01% | 1026 |
|
|
2023
Q2 | $1.25M | Buy |
39,464
+9,947
| +34% | +$315K | ﹤0.01% | 1104 |
|
|
2023
Q1 | $831K | Buy |
29,517
+5,554
| +23% | +$156K | ﹤0.01% | 1181 |
|
|
2022
Q4 | $835K | Buy |
23,963
+1,993
| +9% | +$69.4K | ﹤0.01% | 1190 |
|
|
2022
Q3 | $826K | Buy |
21,970
+879
| +4% | +$33K | ﹤0.01% | 1157 |
|
|
2022
Q2 | $721K | Buy |
21,091
+701
| +3% | +$24K | ﹤0.01% | 1193 |
|
|
2022
Q1 | $794K | Buy |
20,390
+4,513
| +28% | +$176K | ﹤0.01% | 1182 |
|
|
2021
Q4 | $468K | Buy |
15,877
+1,125
| +8% | +$33.2K | ﹤0.01% | 1248 |
|
|
2021
Q3 | $389K | Buy |
+14,752
| New | +$389K | ﹤0.01% | 1239 |
|