Ray Dalio’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 | $8.62M | Buy |
349,034
+313,165
| +873% | +$7.74M | 0.03% | 275 |
|
|
2025
Q1 | $1.07M | Sell |
35,869
-267,535
| -88% | -$8.01M | 0.01% | 516 |
|
|
2024
Q4 | $11.8M | Sell |
303,404
-180,715
| -37% | -$7M | 0.05% | 233 |
|
|
2024
Q3 | $19.4M | Buy |
484,119
+279,417
| +136% | +$11.2M | 0.11% | 160 |
|
|
2024
Q2 | $8.85M | Buy |
+204,702
| New | +$8.85M | 0.05% | 265 |
|
|
2023
Q4 | – | Sell |
-141,268
| Closed | -$5.6M | – | 806 |
|
|
2023
Q3 | $5.6M | Buy |
+141,268
| New | +$5.6M | 0.03% | 339 |
|
|
2022
Q4 | – | Sell |
-91,399
| Closed | -$3.44M | – | 922 |
|
|
2022
Q3 | $3.44M | Buy |
+91,399
| New | +$3.44M | 0.02% | 458 |
|
|
2015
Q2 | – | Sell |
-4,157
| Closed | -$215K | – | 390 |
|
|
2015
Q1 | $215K | Buy |
+4,157
| New | +$215K | ﹤0.01% | 312 |
|
|
2014
Q4 | – | Sell |
-18,483
| Closed | -$1.44M | – | 407 |
|
|
2014
Q3 | $1.44M | Buy |
+18,483
| New | +$1.44M | 0.01% | 193 |
|