River Road Asset Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43M | Sell |
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|
2025
Q2 | $48M | Sell |
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|
2025
Q1 | $52.7M | Sell |
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|
2024
Q4 | $68.5M | Sell |
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|
2024
Q3 | $71.6M | Buy |
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|
2024
Q2 | $76.9M | Buy |
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|
2024
Q1 | $87.7M | Sell |
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|
2023
Q4 | $71.2M | Sell |
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|
2023
Q3 | $90.4M | Sell |
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|
2023
Q2 | $74M | Buy |
|
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|
2023
Q1 | $65.2M | Buy |
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|
2022
Q4 | $72.4M | Buy |
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|
2022
Q3 | $73M | Buy |
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|
2022
Q2 | $60.6M | Buy |
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|
2022
Q1 | $58.3M | Buy |
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|
2021
Q4 | $35.4M | Buy |
|