SignatureFD’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $525K | Buy |
16,828
+13,997
| +494% | +$319K | 0.01% | 595 |
|
|
2025
Q4 | $52.9K | Sell |
2,831
-225
| -7% | -$4.56K | ﹤0.01% | 1615 |
|
|
2025
Q3 | $76.3K | Sell |
3,056
-62
| -2% | -$1.67K | ﹤0.01% | 1429 |
|
|
2025
Q2 | $77K | Buy |
3,118
+560
| +22% | +$13.6K | ﹤0.01% | 1361 |
|
|
2025
Q1 | $76.6K | Sell |
2,558
-327
| -11% | -$11.7K | ﹤0.01% | 1346 |
|
|
2024
Q4 | $112K | Buy |
2,885
+77
| +3% | +$3.25K | ﹤0.01% | 1179 |
|
|
2024
Q3 | $112K | Buy |
2,808
+226
| +9% | +$9.8K | ﹤0.01% | 1160 |
|
|
2024
Q2 | $112K | Sell |
2,582
-272
| -10% | -$13.4K | ﹤0.01% | 1112 |
|
|
2024
Q1 | $142K | Sell |
2,854
-112
| -4% | -$4.58K | ﹤0.01% | 1008 |
|
|
2023
Q4 | $115K | Buy |
2,966
+571
| +24% | +$22K | ﹤0.01% | 1035 |
|
|
2023
Q3 | $95K | Buy |
2,395
+23
| +1% | +$872 | ﹤0.01% | 1081 |
|
|
2023
Q2 | $75K | Buy |
2,372
+521
| +28% | +$14.7K | ﹤0.01% | 1209 |
|
|
2023
Q1 | $52.1K | Buy |
1,851
+958
| +107% | +$29.2K | ﹤0.01% | 1369 |
|
|
2022
Q4 | $31.1K | Buy |
893
+566
| +173% | +$23.5K | ﹤0.01% | 1591 |
|
|
2022
Q3 | $12K | Buy |
327
+58
| +22% | +$2.28K | ﹤0.01% | 2001 |
|
|
2022
Q2 | $9K | Buy |
269
+194
| +259% | +$7.88K | ﹤0.01% | 2186 |
|
|
2022
Q1 | $3K | Buy |
+75
| New | +$2.7K | ﹤0.01% | 2722 |
|
|
2021
Q4 | – | Sell |
-44
| Closed | -$1K | – | 3261 |
|
|
2021
Q3 | $1K | Buy |
44
+5
| +13% | +$101 | ﹤0.01% | 2920 |
|
|
2021
Q2 | $1K | Buy |
+39
| New | +$756 | ﹤0.01% | 2823 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$6K | – | 2823 |
|
|
2020
Q4 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 1907 |
|
|
2020
Q3 | $2K | Sell |
1,000
-151
| -13% | -$422 | ﹤0.01% | 2280 |
|
|
2020
Q2 | $4K | Buy |
1,151
+527
| +84% | +$1.73K | ﹤0.01% | 1907 |
|
|
2020
Q1 | $1K | Buy |
624
+144
| +30% | +$1.02K | ﹤0.01% | 2192 |
|
|
2019
Q4 | $5K | Buy |
480
+327
| +214% | +$2.95K | ﹤0.01% | 1645 |
|
|
2019
Q3 | $1K | Buy |
+153
| New | +$1.56K | ﹤0.01% | 2009 |
|
|
2019
Q2 | – | Sell |
-601
| Closed | -$11K | – | 2149 |
|
|
2019
Q1 | $11K | Buy |
+601
| New | +$10.7K | ﹤0.01% | 1401 |
|
|
2015
Q3 | – | Sell |
-697
| Closed | -$32K | – | 1349 |
|
|
2015
Q2 | $32K | Buy |
+697
| New | +$36.8K | 0.01% | 394 |
|
Other funds holding SM
VPM
AC
VCM
DSC