SEI Investments’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 | $13.5M | Buy |
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|
2025
Q1 | $15.2M | Buy |
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|
2024
Q4 | $17.1M | Buy |
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|
2024
Q3 | $17.6M | Buy |
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|
2024
Q2 | $13.2M | Buy |
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|
2024
Q1 | $4.91M | Buy |
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|
2023
Q4 | $2.19M | Buy |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $913K | Sell |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $2.9M | Buy |
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|
2022
Q2 | $2.58M | Buy |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $799K | Buy |
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|
2021
Q3 | $476K | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $291K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $30K | Buy |
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|
2018
Q1 | $17K | Sell |
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|
2017
Q4 | $27K | Buy |
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|
2017
Q3 | $13K | Buy |
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|
2017
Q2 | $3K | Sell |
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|
2017
Q1 | $2.68M | Buy |
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|
2016
Q4 | $9K | Hold |
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|
2016
Q3 | $11K | Buy |
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|
2016
Q2 | $5K | Buy |
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|
2016
Q1 | $2K | Hold |
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|
2015
Q4 | $2K | Sell |
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|
2015
Q3 | $16K | Buy |
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|
2015
Q2 | $1K | Sell |
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|
2015
Q1 | $2K | Sell |
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|
2014
Q4 | $5K | Buy |
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