Segall Bryant & Hamill’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 | $2.95M | Sell |
119,442
-9,465
| -7% | -$234K | 0.04% | 377 |
|
|
2025
Q1 | $3.86M | Sell |
128,907
-19,987
| -13% | -$599K | 0.06% | 345 |
|
|
2024
Q4 | $5.77M | Buy |
148,894
+25,196
| +20% | +$977K | 0.08% | 310 |
|
|
2024
Q3 | $4.94M | Buy |
123,698
+4,108
| +3% | +$164K | 0.07% | 335 |
|
|
2024
Q2 | $5.17M | Buy |
+119,590
| New | +$5.17M | 0.09% | 285 |
|
|
2018
Q4 | – | Sell |
-156,313
| Closed | -$4.93M | – | 876 |
|
|
2018
Q3 | $4.93M | Sell |
156,313
-188,600
| -55% | -$5.95M | 0.07% | 292 |
|
|
2018
Q2 | $8.86M | Buy |
+344,913
| New | +$8.86M | 0.14% | 206 |
|