Pitcairn’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
$365K Sell
14,765
-3,685
-20% -$91.1K 0.02% 500
2025
Q1
$553K Sell
18,450
-2,764
-13% -$82.8K 0.03% 402
2024
Q4
$822K Buy
21,214
+168
+0.8% +$6.51K 0.05% 293
2024
Q3
$841K Buy
21,046
+4,734
+29% +$189K 0.05% 300
2024
Q2
$705K Buy
16,312
+843
+5% +$36.4K 0.04% 337
2024
Q1
$771K Buy
15,469
+2,612
+20% +$130K 0.05% 305
2023
Q4
$498K Buy
12,857
+1,611
+14% +$62.4K 0.04% 401
2023
Q3
$446K Buy
11,246
+1,145
+11% +$45.4K 0.04% 396
2023
Q2
$319K Buy
+10,101
New +$319K 0.03% 493