Shell Asset Management’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 | $146K | Sell |
|
|||||
|
2025
Q1 | $218K | Sell |
|
|||||
|
2024
Q4 | $294K | Sell |
|
|||||
|
2024
Q3 | $304K | Buy |
|
|||||
|
2024
Q1 | $344K | Sell |
|
|||||
|
2023
Q4 | $339K | Sell |
|
|||||
|
2023
Q3 | $453K | Sell |
|
|||||
|
2023
Q2 | $368K | Sell |
|
|||||
|
2023
Q1 | $329K | Sell |
|
|||||
|
2022
Q4 | $408K | Sell |
|
|||||
|
2022
Q3 | $531K | Sell |
|
|||||
|
2022
Q2 | $533K | Buy |
|
|||||
|
2022
Q1 | $607K | Sell |
|
|||||
|
2021
Q4 | $527K | Buy |
|
|||||
|
2021
Q3 | $361K | Sell |
|
|||||
|
2021
Q2 | $351K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $13K | Sell |
|
|||||
|
2019
Q4 | $123K | Sell |
|
|||||
|
2019
Q3 | $109K | Sell |
|
|||||
|
2019
Q2 | $142K | Sell |
|
|||||
|
2019
Q1 | $203K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $222K | Hold |
|
|||||
|
2017
Q1 | $323K | Sell |
|
|||||
|
2016
Q4 | $496K | Buy |
|