Russell Investments Group’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12M | Buy |
383,179
+132,770
| +53% | +$3.03M | 0.01% | 840 |
|
|
2025
Q4 | $4.68M | Buy |
250,409
+24,321
| +11% | +$493K | 0.01% | 1374 |
|
|
2025
Q3 | $5.65M | Sell |
226,088
-76,712
| -25% | -$2.07M | 0.01% | 1238 |
|
|
2025
Q2 | $7.48M | Buy |
302,800
+110,235
| +57% | +$2.67M | 0.01% | 985 |
|
|
2025
Q1 | $5.77M | Buy |
192,565
+102,619
| +114% | +$3.68M | 0.01% | 1084 |
|
|
2024
Q4 | $3.49M | Sell |
89,946
-38,235
| -30% | -$1.61M | ﹤0.01% | 1358 |
|
|
2024
Q3 | $5.12M | Buy |
128,181
+38,028
| +42% | +$1.65M | 0.01% | 1171 |
|
|
2024
Q2 | $3.9M | Sell |
90,153
-23,339
| -21% | -$1.15M | 0.01% | 1273 |
|
|
2024
Q1 | $5.66M | Sell |
113,492
-14,186
| -11% | -$580K | 0.01% | 1110 |
|
|
2023
Q4 | $4.94M | Sell |
127,678
-193,127
| -60% | -$7.45M | 0.01% | 1136 |
|
|
2023
Q3 | $12.7M | Sell |
320,805
-20,761
| -6% | -$787K | 0.03% | 645 |
|
|
2023
Q2 | $10.8M | Sell |
341,566
-10,022
| -3% | -$283K | 0.02% | 744 |
|
|
2023
Q1 | $9.9M | Sell |
351,588
-247,688
| -41% | -$7.56M | 0.02% | 776 |
|
|
2022
Q4 | $20.9M | Sell |
599,276
-80,141
| -12% | -$3.33M | 0.04% | 481 |
|
|
2022
Q3 | $25.6M | Buy |
679,417
+111,203
| +20% | +$4.37M | 0.06% | 412 |
|
|
2022
Q2 | $19.4M | Sell |
568,214
-491,385
| -46% | -$20M | 0.04% | 516 |
|
|
2022
Q1 | $41.3M | Sell |
1,059,599
-156,282
| -13% | -$5.63M | 0.07% | 332 |
|
|
2021
Q4 | $35.8M | Sell |
1,215,881
-1,317,046
| -52% | -$41.1M | 0.06% | 392 |
|
|
2021
Q3 | $66.8M | Buy |
2,532,927
+356,505
| +16% | +$7.2M | 0.11% | 207 |
|
|
2021
Q2 | $53.6M | Buy |
2,176,422
+706,525
| +48% | +$13.7M | 0.09% | 272 |
|
|
2021
Q1 | $24.1M | Buy |
1,469,897
+1,441,631
| +5,100% | +$18.4M | 0.04% | 505 |
|
|
2020
Q4 | $172K | Sell |
28,266
-50,934
| -64% | -$172K | ﹤0.01% | 2791 |
|
|
2020
Q3 | $128K | Hold |
79,200
| – | – | ﹤0.01% | 2925 |
|
|
2020
Q2 | $284K | Hold |
79,200
| – | – | ﹤0.01% | 2598 |
|
|
2020
Q1 | $88K | Buy |
79,200
+43,076
| +119% | +$305K | ﹤0.01% | 2767 |
|
|
2019
Q4 | $405K | Buy |
36,124
+10,685
| +42% | +$96.3K | ﹤0.01% | 2482 |
|
|
2019
Q3 | $247K | Sell |
25,439
-17,354
| -41% | -$177K | ﹤0.01% | 2532 |
|
|
2019
Q2 | $535K | Buy |
42,793
+29,611
| +225% | +$430K | ﹤0.01% | 2237 |
|
|
2019
Q1 | $229K | Buy |
13,182
+6,234
| +90% | +$111K | ﹤0.01% | 2580 |
|
|
2018
Q4 | $107K | Hold |
6,948
| – | – | ﹤0.01% | 2714 |
|
|
2018
Q3 | $220K | Sell |
6,948
-737
| -10% | -$21.2K | ﹤0.01% | 2623 |
|
|
2018
Q2 | $199K | Buy |
7,685
+2,570
| +50% | +$60.1K | ﹤0.01% | 2637 |
|
|
2018
Q1 | $89K | Sell |
5,115
-4,798
| -48% | -$104K | ﹤0.01% | 2767 |
|
|
2017
Q4 | $224K | Hold |
9,913
| – | – | ﹤0.01% | 2646 |
|
|
2017
Q3 | $176K | Sell |
9,913
-2,455
| -20% | -$38.4K | ﹤0.01% | 2689 |
|
|
2017
Q2 | $205K | Buy |
12,368
+3,762
| +44% | +$74.7K | ﹤0.01% | 2683 |
|
|
2017
Q1 | $207K | Buy |
8,606
+2,245
| +35% | +$62.2K | ﹤0.01% | 2693 |
|
|
2016
Q4 | $221K | Buy |
+6,361
| New | +$230K | ﹤0.01% | 2697 |
|
Other funds holding SM
VPM
AC
VCM
DSC
