Readystate Asset 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 | $272K | Sell |
11,013
-4,886
| -31% | -$121K | 0.01% | 530 |
|
|
2025
Q1 | $476K | Buy |
15,899
+6,018
| +61% | +$180K | 0.02% | 258 |
|
|
2024
Q4 | $383K | Buy |
+9,881
| New | +$383K | 0.01% | 320 |
|
|
2024
Q1 | – | Sell |
-5,953
| Closed | -$231K | – | 491 |
|
|
2023
Q4 | $231K | Sell |
5,953
-1,800
| -23% | -$69.7K | 0.01% | 184 |
|
|
2023
Q3 | $307K | Sell |
7,753
-1,867
| -19% | -$74K | 0.02% | 184 |
|
|
2023
Q2 | $304K | Hold |
9,620
| – | – | 0.02% | 158 |
|
|
2023
Q1 | $271K | Buy |
9,620
+1,700
| +21% | +$47.9K | 0.03% | 108 |
|
|
2022
Q4 | $276K | Buy |
+7,920
| New | +$276K | 0.07% | 69 |
|