Stephens Inc’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
Sell
2025
Q1
$260K Buy
2020
Q4
Sell
2020
Q3
$22K Hold
2020
Q2
$52K Sell
2020
Q1
$18K Sell
2019
Q4
$170K Sell
2019
Q3
$327K Sell
2019
Q2
$430K Sell
2019
Q1
$608K Buy
2018
Q4
$327K Sell
2018
Q3
$1.33M Buy
2018
Q2
$468K Buy