Oakworth Capital’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 | $158K | Hold |
6,408
| – | – | 0.01% | 237 |
|
|
2025
Q1 | $192K | Hold |
6,408
| – | – | 0.01% | 217 |
|
|
2024
Q4 | $248K | Buy |
+6,408
| New | +$248K | 0.02% | 186 |
|
|
2015
Q2 | – | Sell |
-4
| Closed | – | – | 538 |
|
|
2015
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 535 |
|
|
2014
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 546 |
|
|
2014
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 503 |
|
|
2014
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 505 |
|
|
2014
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 505 |
|
|
2013
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 490 |
|