Stifel Financial’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
Q3 | $521K | Buy |
|
|||||
|
2025
Q2 | $458K | Sell |
|
|||||
|
2025
Q1 | $584K | Sell |
|
|||||
|
2024
Q4 | $1.03M | Buy |
|
|||||
|
2024
Q3 | $1.03M | Buy |
|
|||||
|
2024
Q2 | $780K | Buy |
|
|||||
|
2024
Q1 | $519K | Buy |
|
|||||
|
2023
Q4 | $327K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $2.09M | Buy |
|
|||||
|
2022
Q1 | $2.18M | Sell |
|
|||||
|
2021
Q4 | $1.7M | Buy |
|
|||||
|
2021
Q3 | $1.5M | Sell |
|
|||||
|
2021
Q2 | $2.65M | Sell |
|
|||||
|
2021
Q1 | $1.77M | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $14K | Sell |
|
|||||
|
2019
Q4 | $181K | Sell |
|
|||||
|
2019
Q3 | $935K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $975K | Buy |
|
|||||
|
2017
Q2 | $883K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $1.11M | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $3.81M | Sell |
|
|||||
|
2014
Q2 | $4.41M | Buy |
|
|||||
|
2014
Q1 | $3.25M | Buy |
|