Palisade Capital Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.3M | Sell |
972,255
-16,386
| -2% | -$374K | 1.01% | 23 |
|
|
2025
Q4 | $18.5M | Sell |
988,641
-171,200
| -15% | -$3.47M | 0.55% | 68 |
|
|
2025
Q3 | $29M | Sell |
1,159,841
-22,049
| -2% | -$595K | 0.79% | 39 |
|
|
2025
Q2 | $29.2M | Sell |
1,181,890
-45,005
| -4% | -$1.09M | 0.83% | 39 |
|
|
2025
Q1 | $36.7M | Buy |
1,226,895
+383,616
| +45% | +$13.8M | 1.05% | 18 |
|
|
2024
Q4 | $32.7M | Sell |
843,279
-6,967
| -0.8% | -$294K | 0.87% | 36 |
|
|
2024
Q3 | $34M | Sell |
850,246
-92,694
| -10% | -$4.02M | 0.9% | 30 |
|
|
2024
Q2 | $40.8M | Sell |
942,940
-21,415
| -2% | -$1.05M | 1.11% | 20 |
|
|
2024
Q1 | $48.1M | Sell |
964,355
-24,368
| -2% | -$996K | 1.27% | 10 |
|
|
2023
Q4 | $38.3M | Sell |
988,723
-114,443
| -10% | -$4.41M | 1.02% | 21 |
|
|
2023
Q3 | $43.7M | Buy |
1,103,166
+142,550
| +15% | +$5.4M | 1.22% | 14 |
|
|
2023
Q2 | $30.4M | Buy |
960,616
+327,248
| +52% | +$9.25M | 0.81% | 36 |
|
|
2023
Q1 | $17.8M | Buy |
633,368
+18,206
| +3% | +$555K | 0.48% | 73 |
|
|
2022
Q4 | $21.4M | Buy |
615,162
+95,100
| +18% | +$3.95M | 0.58% | 57 |
|
|
2022
Q3 | $19.6M | Buy |
+520,062
| New | +$20.5M | 0.55% | 59 |
|
|
2020
Q1 | – | Sell |
-1,517,178
| Closed | -$17.1M | – | 442 |
|
|
2019
Q4 | $17.1M | Buy |
1,517,178
+64,721
| +4% | +$583K | 0.49% | 69 |
|
|
2019
Q3 | $14.1M | Buy |
1,452,457
+387,177
| +36% | +$3.95M | 0.43% | 78 |
|
|
2019
Q2 | $13.3M | Buy |
1,065,280
+175,951
| +20% | +$2.55M | 0.42% | 80 |
|
|
2019
Q1 | $15.6M | Buy |
889,329
+73,022
| +9% | +$1.3M | 0.51% | 66 |
|
|
2018
Q4 | $12.6M | Sell |
816,307
-83,743
| -9% | -$1.94M | 0.47% | 63 |
|
|
2018
Q3 | $28.4M | Buy |
900,050
+9,268
| +1% | +$266K | 0.79% | 33 |
|
|
2018
Q2 | $22.9M | Buy |
890,782
+115,084
| +15% | +$2.69M | 0.66% | 44 |
|
|
2018
Q1 | $14M | Buy |
775,698
+12,388
| +2% | +$268K | 0.47% | 63 |
|
|
2017
Q4 | $16.9M | Buy |
763,310
+28,566
| +4% | +$577K | 0.58% | 49 |
|
|
2017
Q3 | $13M | Buy |
734,744
+58,762
| +9% | +$919K | 0.46% | 66 |
|
|
2017
Q2 | $11.2M | Buy |
675,982
+159,987
| +31% | +$3.17M | 0.42% | 75 |
|
|
2017
Q1 | $12.4M | Buy |
515,995
+132,748
| +35% | +$3.68M | 0.47% | 63 |
|
|
2016
Q4 | $13.2M | Sell |
383,247
-22,617
| -6% | -$817K | 0.5% | 62 |
|
|
2016
Q3 | $15.7M | Buy |
405,864
+30,225
| +8% | +$969K | 0.56% | 45 |
|
|
2016
Q2 | $10.1M | Sell |
375,639
-22,128
| -6% | -$620K | 0.37% | 80 |
|
|
2016
Q1 | $7.45M | Buy |
397,767
+38,089
| +11% | +$525K | 0.24% | 135 |
|
|
2015
Q4 | $7.07M | Buy |
359,678
+13,667
| +4% | +$417K | 0.23% | 149 |
|
|
2015
Q3 | $11.1M | Sell |
346,011
-14,275
| -4% | -$518K | 0.33% | 95 |
|
|
2015
Q2 | $16.6M | Sell |
360,286
-38,647
| -10% | -$2.04M | 0.42% | 62 |
|
|
2015
Q1 | $20.6M | Sell |
398,933
-50,966
| -11% | -$2.21M | 0.52% | 48 |
|
|
2014
Q4 | $17.4M | Buy |
449,899
+127,282
| +39% | +$6.38M | 0.42% | 72 |
|
|
2014
Q3 | $25.2M | Buy |
322,617
+11,783
| +4% | +$961K | 0.64% | 23 |
|
|
2014
Q2 | $26.1M | Buy |
310,834
+7,443
| +2% | +$571K | 0.63% | 21 |
|
|
2014
Q1 | $21.6M | Buy |
303,391
+27,396
| +10% | +$2.14M | 0.53% | 40 |
|
|
2013
Q4 | $22.9M | Sell |
275,995
-2,245
| -0.8% | -$191K | 0.6% | 31 |
|
|
2013
Q3 | $21.5M | Sell |
278,240
-435
| -0.2% | -$30.1K | 0.58% | 35 |
|
|
2013
Q2 | $16.7M | Buy |
+278,675
| New | +$17M | 0.48% | 61 |
|
Other funds holding SM
VPM
AC
VCM
DSC
