Sippican Capital Advisors’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
Q3 | $393K | Buy |
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|
2025
Q2 | $389K | Buy |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $633K | Sell |
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|
2024
Q3 | $675K | Sell |
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|
2024
Q2 | $732K | Sell |
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|
2024
Q1 | $849K | Sell |
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|
2023
Q4 | $681K | Sell |
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|
2023
Q3 | $702K | Buy |
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|
2023
Q2 | $559K | Hold |
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|
2023
Q1 | $498K | Hold |
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|
2022
Q4 | $615K | Hold |
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|
2022
Q3 | $665K | Sell |
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|
2022
Q2 | $626K | Sell |
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|
2022
Q1 | $780K | Sell |
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|
2021
Q4 | $879K | Sell |
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|
2021
Q3 | $880K | Sell |
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|
2021
Q2 | $881K | Sell |
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|
2021
Q1 | $610K | Sell |
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|
2020
Q4 | $240K | Sell |
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|
2020
Q3 | $87K | Buy |
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|
2020
Q2 | $173K | Buy |
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|
2020
Q1 | $34K | Buy |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $523K | Buy |
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|
2019
Q2 | $567K | Buy |
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|
2019
Q1 | $705K | Buy |
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|
2018
Q4 | $487K | Buy |
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|
2018
Q3 | $625K | Buy |
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|
2018
Q2 | $637K | Buy |
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