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Proficio Capital Partners’s SM Energy SM Stock Holding History

Proficio Capital Partners’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,606
Closed -$256K – 412
2024
Q4 		$256K Buy
+6,606
New +$279K 0.02% 292
2019
Q3 		– Sell
-696
Closed -$9K – 1300
2019
Q2 		$9K Buy
696
+629
+939% +$9.13K ﹤0.01% 985
2019
Q1 		$1K Hold
67
– – ﹤0.01% 1589
2018
Q4 		$1K Hold
67
– – ﹤0.01% 1139
2018
Q3 		$2K Hold
67
– – ﹤0.01% 1103
2018
Q2 		$2K Hold
67
– – ﹤0.01% 1144
2018
Q1 		$1K Hold
67
– – ﹤0.01% 1232
2017
Q4 		$1K Hold
67
– – ﹤0.01% 1223
2017
Q3 		$1K Buy
+67
New +$1.05K ﹤0.01% 1213
2017
Q2 		– Sell
-34
Closed -$1K – 1318
2017
Q1 		$1K Buy
+34
New +$942 ﹤0.01% 1249

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Proficio Capital Partners's SM Position: Q1 2025 in Review

Proficio Capital Partners sold out of SM Energy (SM) in Q1 2025, closing a stake of 6,606 shares — an estimated $256K sold.

Proficio Capital Partners first reported a position in SM in Q1 2017 and held it in 10 quarters. The position peaked at $256K in Q4 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Proficio Capital Partners reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 6,606 SM Energy shares in Q1 2025, an estimated $256K.
  • Proficio Capital Partners first reported a position in SM Energy in Q1 2017 and held it in 10 quarters.
  • Proficio Capital Partners's SM Energy position peaked at $256K in Q4 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Proficio Capital Partners's 13F filing for Q1 2025, filed 6 May 2025.