Sterling Capital Management’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
$76.2K Buy
3,083
+1,422
+86% +$35.1K ﹤0.01% 1415
2025
Q1
$49.7K Sell
1,661
-17,332
-91% -$519K ﹤0.01% 1426
2024
Q4
$736K Buy
18,993
+2,711
+17% +$105K 0.01% 729
2024
Q3
$651K Buy
+16,282
New +$651K 0.01% 732
2014
Q3
Sell
-4,900
Closed -$412K 946
2014
Q2
$412K Buy
+4,900
New +$412K ﹤0.01% 770