Plato Investment Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,863
| Closed | -$150K | – | 601 |
|
|
2024
Q4 | $150K | Hold |
3,863
| – | – | 0.01% | 428 |
|
|
2024
Q3 | $154K | Buy |
3,863
+3,273
| +555% | +$131K | 0.01% | 399 |
|
|
2024
Q2 | $25.5K | Buy |
590
+485
| +462% | +$21K | ﹤0.01% | 423 |
|
|
2024
Q1 | $5.23K | Buy |
105
+24
| +30% | +$1.2K | ﹤0.01% | 447 |
|
|
2023
Q4 | $3.14K | Buy |
+81
| New | +$3.14K | ﹤0.01% | 395 |
|