Tocqueville Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $260K | Sell |
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|
2024
Q2 | $466K | Sell |
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|
2024
Q1 | $683K | Hold |
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|
2023
Q4 | $530K | Hold |
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|
2023
Q3 | $543K | Sell |
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|
2023
Q2 | $2.49M | Sell |
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|
2023
Q1 | $2.27M | Sell |
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|
2022
Q4 | $11.8M | Buy |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $7.39M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $165K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $210K | Buy |
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|
2014
Q1 | $148K | Sell |
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|
2013
Q4 | $391K | Sell |
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|
2013
Q3 | $619K | Hold |
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|
2013
Q2 | $481K | Buy |
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