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 |
|