United Services Automobile Association’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 | – | Sell |
-7,542
| Closed | -$222K | – | 869 |
|
|
2025
Q1 | $222K | Buy |
+7,542
| New | +$222K | 0.01% | 969 |
|
|
2023
Q1 | – | Sell |
-13,382
| Closed | -$465K | – | 508 |
|
|
2022
Q4 | $465K | Hold |
13,382
| – | – | 0.01% | 451 |
|
|
2022
Q3 | $503K | Buy |
13,382
+388
| +3% | +$14.6K | 0.01% | 420 |
|
|
2022
Q2 | $444K | Buy |
+12,994
| New | +$444K | 0.01% | 452 |
|
|
2019
Q3 | – | Sell |
-15,834
| Closed | -$198K | – | 1528 |
|
|
2019
Q2 | $198K | Hold |
15,834
| – | – | ﹤0.01% | 2063 |
|
|
2019
Q1 | $277K | Hold |
15,834
| – | – | ﹤0.01% | 1932 |
|
|
2018
Q4 | $245K | Hold |
15,834
| – | – | ﹤0.01% | 1920 |
|
|
2018
Q3 | $499K | Sell |
15,834
-1,062
| -6% | -$33.5K | ﹤0.01% | 1685 |
|
|
2018
Q2 | $434K | Hold |
16,896
| – | – | ﹤0.01% | 1751 |
|
|
2018
Q1 | $305K | Buy |
+16,896
| New | +$305K | ﹤0.01% | 1898 |
|
|
2016
Q1 | – | Sell |
-282,000
| Closed | -$5.54M | – | 1335 |
|
|
2015
Q4 | $5.54M | Buy |
+282,000
| New | +$5.54M | 0.02% | 654 |
|
|
2014
Q4 | – | Sell |
-4,200
| Closed | -$328K | – | 1259 |
|
|
2014
Q3 | $328K | Buy |
+4,200
| New | +$328K | ﹤0.01% | 1176 |
|
|
2014
Q1 | – | Sell |
-8,900
| Closed | -$740K | – | 1252 |
|
|
2013
Q4 | $740K | Buy |
8,900
+5,600
| +170% | +$466K | ﹤0.01% | 1115 |
|
|
2013
Q3 | $255K | Buy |
+3,300
| New | +$255K | ﹤0.01% | 1195 |
|