Neo Ivy 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 | – | Sell |
-18,634
| Closed | -$558K | – | 466 |
|
|
2025
Q1 | $558K | Sell |
18,634
-66,299
| -78% | -$1.99M | 0.18% | 180 |
|
|
2024
Q4 | $3.29M | Buy |
84,933
+25,507
| +43% | +$989K | 0.66% | 67 |
|
|
2024
Q3 | $2.38M | Buy |
+59,426
| New | +$2.38M | 0.77% | 42 |
|
|
2023
Q4 | $235K | Sell |
6,078
-27,522
| -82% | -$1.06M | 0.53% | 55 |
|
|
2023
Q3 | $1.33M | Sell |
33,600
-4,062
| -11% | -$161K | 0.59% | 49 |
|
|
2023
Q2 | $1.19M | Buy |
+37,662
| New | +$1.19M | 0.63% | 51 |
|
|
2022
Q4 | $482K | Buy |
+13,836
| New | +$482K | 0.33% | 147 |
|
|
2022
Q2 | – | Sell |
-4,842
| Closed | -$188K | – | 598 |
|
|
2022
Q1 | $188K | Buy |
+4,842
| New | +$188K | 0.17% | 212 |
|