Summit Global Investments’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 | $1.17M | Buy |
47,481
+25,682
| +118% | +$634K | 0.07% | 163 |
|
|
2025
Q1 | $653K | Buy |
21,799
+10,354
| +90% | +$310K | 0.05% | 252 |
|
|
2024
Q4 | $444K | Sell |
11,445
-328
| -3% | -$12.7K | 0.03% | 379 |
|
|
2024
Q3 | $471K | Sell |
11,773
-7
| -0.1% | -$280 | 0.03% | 368 |
|
|
2024
Q2 | $509K | Buy |
+11,780
| New | +$509K | 0.03% | 342 |
|
|
2024
Q1 | – | Sell |
-16,958
| Closed | -$657K | – | 593 |
|
|
2023
Q4 | $657K | Buy |
+16,958
| New | +$657K | 0.04% | 300 |
|
|
2023
Q2 | – | Sell |
-15,900
| Closed | -$448K | – | 608 |
|
|
2023
Q1 | $448K | Buy |
+15,900
| New | +$448K | 0.03% | 364 |
|
|
2022
Q2 | – | Sell |
-28,492
| Closed | -$1.11M | – | 525 |
|
|
2022
Q1 | $1.11M | Buy |
+28,492
| New | +$1.11M | 0.08% | 221 |
|