Radnor 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 | – | Sell |
-22,325
| Closed | -$669K | – | 323 |
|
|
2025
Q1 | $669K | Sell |
22,325
-4,800
| -18% | -$144K | 0.11% | 192 |
|
|
2024
Q4 | $1.05M | Buy |
+27,125
| New | +$1.05M | 0.18% | 144 |
|
|
2023
Q1 | – | Sell |
-5,580
| Closed | -$204K | – | 240 |
|
|
2022
Q4 | $204K | Buy |
+5,580
| New | +$204K | 0.05% | 233 |
|
|
2019
Q2 | – | Sell |
-13,150
| Closed | -$230K | – | 186 |
|
|
2019
Q1 | $230K | Sell |
13,150
-800
| -6% | -$14K | 0.08% | 166 |
|
|
2018
Q4 | $216K | Hold |
13,950
| – | – | 0.08% | 163 |
|
|
2018
Q3 | $440K | Buy |
13,950
+2,200
| +19% | +$69.4K | 0.14% | 129 |
|
|
2018
Q2 | $302K | Buy |
+11,750
| New | +$302K | 0.11% | 151 |
|