Sterling Capital Management’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$259K Buy
8,313
+1,724
+26% +$39.3K ﹤0.01% 1060
2025
Q4
$123K Sell
6,589
-1,317
-17% -$26.7K ﹤0.01% 1451
2025
Q3
$197K Buy
7,906
+4,823
+156% +$130K ﹤0.01% 1328
2025
Q2
$76.2K Buy
3,083
+1,422
+86% +$34.4K ﹤0.01% 1415
2025
Q1
$49.7K Sell
1,661
-17,332
-91% -$622K ﹤0.01% 1426
2024
Q4
$736K Buy
18,993
+2,711
+17% +$114K 0.01% 729
2024
Q3
$651K Buy
+16,282
New +$706K 0.01% 732
2014
Q3
Sell
-4,900
Closed -$412K 946
2014
Q2
$412K Buy
+4,900
New +$376K ﹤0.01% 770

Other funds holding SM