Schroder Investment Management Group’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 | $220K | Sell |
8,758
-1,559
| -15% | -$39.1K | ﹤0.01% | 1117 |
|
|
2025
Q1 | $303K | Buy |
+10,317
| New | +$303K | ﹤0.01% | 1121 |
|
|
2024
Q4 | – | Sell |
-89,820
| Closed | -$3.58M | – | 1244 |
|
|
2024
Q3 | $3.58M | Buy |
89,820
+2,106
| +2% | +$83.8K | ﹤0.01% | 855 |
|
|
2024
Q2 | $3.79M | Buy |
87,714
+67,646
| +337% | +$2.92M | ﹤0.01% | 827 |
|
|
2024
Q1 | $1M | Buy |
+20,068
| New | +$1M | ﹤0.01% | 1027 |
|
|
2023
Q2 | – | Sell |
-40,233
| Closed | -$1.13M | – | 1282 |
|
|
2023
Q1 | $1.13M | Buy |
+40,233
| New | +$1.13M | ﹤0.01% | 1041 |
|
|
2022
Q4 | – | Sell |
-6,821
| Closed | -$257K | – | 1318 |
|
|
2022
Q3 | $257K | Sell |
6,821
-1,189
| -15% | -$44.8K | ﹤0.01% | 1221 |
|
|
2022
Q2 | $288K | Sell |
8,010
-281,852
| -97% | -$10.1M | ﹤0.01% | 1235 |
|
|
2022
Q1 | $11.8M | Buy |
289,862
+118,569
| +69% | +$4.81M | 0.02% | 636 |
|
|
2021
Q4 | $5.05M | Buy |
+171,293
| New | +$5.05M | 0.01% | 758 |
|
|
2021
Q1 | – | Sell |
-91,539
| Closed | -$560K | – | 1599 |
|
|
2020
Q4 | $560K | Hold |
91,539
| – | – | ﹤0.01% | 1187 |
|
|
2020
Q3 | $140K | Hold |
91,539
| – | – | ﹤0.01% | 1218 |
|
|
2020
Q2 | $343K | Buy |
+91,539
| New | +$343K | ﹤0.01% | 1040 |
|
|
2018
Q2 | – | Sell |
-34,139
| Closed | -$616K | – | 1324 |
|
|
2018
Q1 | $616K | Buy |
+34,139
| New | +$616K | ﹤0.01% | 1033 |
|