Schwerin Boyle Capital Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-95,000
| Closed | -$3.68M | – | 53 |
|
|
2023
Q4 | $3.68M | Hold |
95,000
| – | – | 0.41% | 42 |
|
|
2023
Q3 | $3.77M | Buy |
+95,000
| New | +$3.77M | 0.44% | 38 |
|
|
2013
Q4 | – | Sell |
-25,000
| Closed | -$1.93M | – | 67 |
|
|
2013
Q3 | $1.93M | Sell |
25,000
-31,300
| -56% | -$2.42M | 0.29% | 58 |
|
|
2013
Q2 | $3.38M | Buy |
+56,300
| New | +$3.38M | 0.54% | 41 |
|