Portolan Capital 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
Q2 | $4.21M | Buy |
+170,194
| New | +$4.21M | 0.26% | 96 |
|
|
2016
Q1 | – | Sell |
-98,992
| Closed | -$1.95M | – | 133 |
|
|
2015
Q4 | $1.95M | Sell |
98,992
-127,557
| -56% | -$2.51M | 0.25% | 105 |
|
|
2015
Q3 | $7.26M | Buy |
+226,549
| New | +$7.26M | 0.96% | 38 |
|
|
2014
Q4 | – | Sell |
-67,992
| Closed | -$5.3M | – | 128 |
|
|
2014
Q3 | $5.3M | Buy |
+67,992
| New | +$5.3M | 1.2% | 25 |
|