Nisa Investment Advisors’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
Q3 | $2.25M | Buy |
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|
2025
Q2 | $2.13M | Buy |
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|
2025
Q1 | $2.52M | Sell |
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|
2024
Q4 | $3.28M | Buy |
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|
2024
Q3 | $3.34M | Sell |
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|
2024
Q2 | $3.68M | Sell |
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|
2024
Q1 | $4.81M | Sell |
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|
2023
Q4 | $4.95M | Sell |
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|
2023
Q3 | $5.07M | Sell |
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|
2023
Q2 | $4.36M | Sell |
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|
2023
Q1 | $3.92M | Sell |
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|
2022
Q4 | $4.89M | Buy |
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|
2022
Q3 | $5.31M | Buy |
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|
2022
Q2 | $4.78M | Sell |
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|
2022
Q1 | $5.47M | Sell |
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|
2021
Q4 | $4.63M | Buy |
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|
2021
Q3 | $3.68K | Hold |
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|
2021
Q2 | $3.43K | Sell |
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|
2021
Q1 | $2.51K | Sell |
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|
2020
Q4 | $1.66M | Buy |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $87K | Sell |
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|
2020
Q1 | $28K | Sell |
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|
2019
Q4 | $437K | Sell |
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|
2019
Q3 | $444K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $89K | Hold |
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|
2018
Q4 | $79K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $384K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $226K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $124K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $338K | Sell |
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|
2015
Q3 | $817K | Sell |
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|
2015
Q2 | $1.76M | Buy |
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|
2015
Q1 | $1.79M | Sell |
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|
2014
Q4 | $1.59M | Buy |
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|
2014
Q3 | $1.44M | Buy |
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|
2014
Q2 | $1.14M | Hold |
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|
2014
Q1 | $970K | Hold |
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|
2013
Q4 | $1.13M | Hold |
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|
2013
Q3 | $1.05M | Hold |
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|
2013
Q2 | $816K | Buy |
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