Royce & Associates’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
Q2 | $7.19M | Buy |
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|
2025
Q1 | $8.09M | Buy |
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|
2024
Q4 | $9.01M | Buy |
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|
2024
Q3 | $8.71M | Buy |
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|
2024
Q2 | $8.94M | Buy |
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|
2024
Q1 | $6.79M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $882K | Sell |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.51M | Buy |
|
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|
2022
Q4 | $917K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.52M | Hold |
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|
2014
Q2 | $2.72M | Sell |
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|
2014
Q1 | $17.6M | Hold |
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|
2013
Q4 | $20.6M | Hold |
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|
2013
Q3 | $19.1M | Hold |
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|
2013
Q2 | $14.8M | Buy |
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