Stephens Inc’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 |
-8,695
| Closed | -$260K | – | 1315 |
|
|
2025
Q1 | $260K | Buy |
+8,695
| New | +$260K | ﹤0.01% | 1047 |
|
|
2020
Q4 | – | Sell |
-13,956
| Closed | -$22K | – | 1263 |
|
|
2020
Q3 | $22K | Hold |
13,956
| – | – | ﹤0.01% | 1148 |
|
|
2020
Q2 | $52K | Sell |
13,956
-943
| -6% | -$3.51K | ﹤0.01% | 1087 |
|
|
2020
Q1 | $18K | Sell |
14,899
-209
| -1% | -$253 | ﹤0.01% | 1067 |
|
|
2019
Q4 | $170K | Sell |
15,108
-18,616
| -55% | -$209K | ﹤0.01% | 1025 |
|
|
2019
Q3 | $327K | Sell |
33,724
-590
| -2% | -$5.72K | 0.01% | 879 |
|
|
2019
Q2 | $430K | Sell |
34,314
-440
| -1% | -$5.51K | 0.01% | 791 |
|
|
2019
Q1 | $608K | Buy |
34,754
+13,612
| +64% | +$238K | 0.01% | 705 |
|
|
2018
Q4 | $327K | Sell |
21,142
-21,085
| -50% | -$326K | 0.01% | 817 |
|
|
2018
Q3 | $1.33M | Buy |
42,227
+24,022
| +132% | +$757K | 0.03% | 495 |
|
|
2018
Q2 | $468K | Buy |
+18,205
| New | +$468K | 0.01% | 619 |
|