Petrus Trust Company’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 | $289K | Sell |
11,699
-18,983
| -62% | -$469K | 0.03% | 332 |
|
|
2025
Q1 | $919K | Buy |
30,682
+22,812
| +290% | +$683K | 0.09% | 47 |
|
|
2024
Q4 | $305K | Sell |
7,870
-3,092
| -28% | -$120K | 0.03% | 418 |
|
|
2024
Q3 | $438K | Buy |
10,962
+6,037
| +123% | +$241K | 0.04% | 281 |
|
|
2024
Q2 | $213K | Buy |
+4,925
| New | +$213K | 0.02% | 529 |
|
|
2024
Q1 | – | Sell |
-7,725
| Closed | -$299K | – | 773 |
|
|
2023
Q4 | $299K | Buy |
+7,725
| New | +$299K | 0.03% | 445 |
|