Parallel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $146K | Buy |
4,678
+4,562
| +3,933% | +$104K | ﹤0.01% | 1357 |
|
|
2025
Q4 | $2.17K | Sell |
116
-1,062
| -90% | -$21.5K | ﹤0.01% | 3111 |
|
|
2025
Q3 | $29.4K | Buy |
1,178
+81
| +7% | +$2.19K | ﹤0.01% | 2067 |
|
|
2025
Q2 | $27.1K | Sell |
1,097
-22
| -2% | -$533 | ﹤0.01% | 2048 |
|
|
2025
Q1 | $33.5K | Buy |
1,119
+747
| +201% | +$26.8K | ﹤0.01% | 1868 |
|
|
2024
Q4 | $14.4K | Buy |
372
+31
| +9% | +$1.31K | ﹤0.01% | 2281 |
|
|
2024
Q3 | $13.6K | Sell |
341
-107
| -24% | -$4.64K | ﹤0.01% | 2282 |
|
|
2024
Q2 | $19.4K | Buy |
448
+56
| +14% | +$2.75K | ﹤0.01% | 2009 |
|
|
2024
Q1 | $19.5K | Sell |
392
-889
| -69% | -$36.3K | ﹤0.01% | 1996 |
|
|
2023
Q4 | $49.6K | Buy |
1,281
+682
| +114% | +$26.3K | ﹤0.01% | 1440 |
|
|
2023
Q3 | $23.8K | Buy |
599
+223
| +59% | +$8.46K | ﹤0.01% | 1750 |
|
|
2023
Q2 | $11.9K | Sell |
376
-34
| -8% | -$961 | ﹤0.01% | 2094 |
|
|
2023
Q1 | $11.5K | Buy |
410
+333
| +432% | +$10.2K | ﹤0.01% | 2074 |
|
|
2022
Q4 | $2.68K | Buy |
77
+8
| +12% | +$333 | ﹤0.01% | 2568 |
|
|
2022
Q3 | $3K | Sell |
69
-5
| -7% | -$197 | ﹤0.01% | 2528 |
|
|
2022
Q2 | $3K | Buy |
74
+5
| +7% | +$203 | ﹤0.01% | 2485 |
|
|
2022
Q1 | $3K | Sell |
69
-264
| -79% | -$9.51K | ﹤0.01% | 2501 |
|
|
2021
Q4 | $10K | Buy |
333
+83
| +33% | +$2.59K | ﹤0.01% | 2125 |
|
|
2021
Q3 | $7K | Buy |
250
+157
| +169% | +$3.17K | ﹤0.01% | 2248 |
|
|
2021
Q2 | $2K | Buy |
+93
| New | +$1.8K | ﹤0.01% | 2610 |
|
|
2020
Q1 | – | Sell |
-472
| Closed | -$5K | – | 2632 |
|
|
2019
Q4 | $5K | Hold |
472
| – | – | ﹤0.01% | 1976 |
|
|
2019
Q3 | $5K | Buy |
472
+391
| +483% | +$3.99K | ﹤0.01% | 1936 |
|
|
2019
Q2 | $1K | Sell |
81
-281
| -78% | -$4.08K | ﹤0.01% | 2242 |
|
|
2019
Q1 | $6K | Hold |
362
| – | – | ﹤0.01% | 1741 |
|
|
2018
Q4 | $5K | Buy |
362
+190
| +110% | +$4.39K | ﹤0.01% | 1611 |
|
|
2018
Q3 | $5K | Hold |
172
| – | – | ﹤0.01% | 1749 |
|
|
2018
Q2 | $4K | Hold |
172
| – | – | ﹤0.01% | 1691 |
|
|
2018
Q1 | $3K | Hold |
172
| – | – | ﹤0.01% | 1757 |
|
|
2017
Q4 | $4K | Hold |
172
| – | – | ﹤0.01% | 1680 |
|
|
2017
Q3 | $4K | Buy |
172
+31
| +22% | +$485 | ﹤0.01% | 1686 |
|
|
2017
Q2 | $2K | Buy |
+141
| New | +$2.8K | ﹤0.01% | 1902 |
|
Other funds holding SM
VPM
AC
VCM
DSC
