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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $326K | Sell |
10,457
-61,559
| -85% | -$1.4M | ﹤0.01% | 3131 |
|
|
2025
Q4 | $1.35M | Buy |
72,016
+51,140
| +245% | +$1.04M | ﹤0.01% | 2241 |
|
|
2025
Q3 | $521K | Buy |
20,876
+2,334
| +13% | +$62.9K | ﹤0.01% | 2786 |
|
|
2025
Q2 | $458K | Sell |
18,542
-952
| -5% | -$23.1K | ﹤0.01% | 2830 |
|
|
2025
Q1 | $584K | Sell |
19,494
-7,119
| -27% | -$255K | ﹤0.01% | 2589 |
|
|
2024
Q4 | $1.03M | Buy |
26,613
+916
| +4% | +$38.7K | ﹤0.01% | 2220 |
|
|
2024
Q3 | $1.03M | Buy |
25,697
+7,660
| +42% | +$332K | ﹤0.01% | 2209 |
|
|
2024
Q2 | $780K | Buy |
18,037
+7,621
| +73% | +$374K | ﹤0.01% | 2331 |
|
|
2024
Q1 | $519K | Buy |
10,416
+1,963
| +23% | +$80.3K | ﹤0.01% | 2587 |
|
|
2023
Q4 | $327K | Buy |
+8,453
| New | +$326K | ﹤0.01% | 2800 |
|
|
2022
Q3 | – | Sell |
-61,160
| Closed | -$2.09M | – | 3376 |
|
|
2022
Q2 | $2.09M | Buy |
61,160
+5,284
| +9% | +$215K | ﹤0.01% | 1463 |
|
|
2022
Q1 | $2.18M | Sell |
55,876
-1,793
| -3% | -$64.6K | ﹤0.01% | 1557 |
|
|
2021
Q4 | $1.7M | Buy |
57,669
+757
| +1% | +$23.6K | ﹤0.01% | 1746 |
|
|
2021
Q3 | $1.5M | Sell |
56,912
-50,599
| -47% | -$1.02M | ﹤0.01% | 1777 |
|
|
2021
Q2 | $2.65M | Sell |
107,511
-643
| -0.6% | -$12.5K | ﹤0.01% | 1427 |
|
|
2021
Q1 | $1.77M | Buy |
+108,154
| New | +$1.38M | ﹤0.01% | 1588 |
|
|
2020
Q2 | – | Sell |
-14,150
| Closed | -$14K | – | 2939 |
|
|
2020
Q1 | $14K | Sell |
14,150
-2,226
| -14% | -$15.7K | ﹤0.01% | 2757 |
|
|
2019
Q4 | $181K | Sell |
16,376
-80,074
| -83% | -$721K | ﹤0.01% | 2794 |
|
|
2019
Q3 | $935K | Buy |
+96,450
| New | +$983K | ﹤0.01% | 1799 |
|
|
2017
Q4 | – | Sell |
-54,795
| Closed | -$975K | – | 2721 |
|
|
2017
Q3 | $975K | Buy |
54,795
+1,449
| +3% | +$22.7K | ﹤0.01% | 1491 |
|
|
2017
Q2 | $883K | Buy |
+53,346
| New | +$1.06M | ﹤0.01% | 1535 |
|
|
2016
Q4 | – | Sell |
-28,720
| Closed | -$1.11M | – | 2544 |
|
|
2016
Q3 | $1.11M | Buy |
+28,720
| New | +$921K | 0.01% | 1262 |
|
|
2014
Q4 | – | Sell |
-48,822
| Closed | -$3.81M | – | 2440 |
|
|
2014
Q3 | $3.81M | Sell |
48,822
-3,604
| -7% | -$294K | 0.03% | 559 |
|
|
2014
Q2 | $4.41M | Buy |
52,426
+6,898
| +15% | +$529K | 0.04% | 500 |
|
|
2014
Q1 | $3.25M | Buy |
+45,528
| New | +$3.56M | 0.03% | 591 |
|
Other funds holding SM
VPM
AC
VCM
DSC
