SJS Investment Consulting’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 | – | Sell |
-20
| Closed | -$599 | – | 1644 |
|
|
2025
Q1 | $599 | Sell |
20
-5
| -20% | -$150 | ﹤0.01% | 1184 |
|
|
2024
Q4 | $969 | Hold |
25
| – | – | ﹤0.01% | 1009 |
|
|
2024
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1070 |
|
|
2024
Q2 | $1.08K | Hold |
25
| – | – | ﹤0.01% | 998 |
|
|
2024
Q1 | $1.25K | Sell |
25
-3
| -11% | -$150 | ﹤0.01% | 952 |
|
|
2023
Q4 | $1.09K | Buy |
28
+2
| +8% | +$78 | ﹤0.01% | 924 |
|
|
2023
Q3 | $1.03K | Buy |
26
+6
| +30% | +$238 | ﹤0.01% | 922 |
|
|
2023
Q2 | $633 | Buy |
+20
| New | +$633 | ﹤0.01% | 1071 |
|
|
2023
Q1 | – | Sell |
-22
| Closed | -$766 | – | 1623 |
|
|
2022
Q4 | $766 | Buy |
22
+2
| +10% | +$70 | ﹤0.01% | 1065 |
|
|
2022
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1506 |
|