VCA
Verdence Capital Advisors’s SM Energy SM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,127
| Closed | -$453K | – | 694 |
|
|
2025
Q1 | $453K | Buy |
15,127
+5,524
| +58% | +$165K | 0.03% | 423 |
|
|
2024
Q4 | $372K | Buy |
9,603
+80
| +0.8% | +$3.1K | 0.03% | 428 |
|
|
2024
Q3 | $381K | Sell |
9,523
-62,314
| -87% | -$2.49M | 0.03% | 444 |
|
|
2024
Q2 | $3.11M | Buy |
71,837
+2,894
| +4% | +$125K | 0.28% | 92 |
|
|
2024
Q1 | $3.44M | Sell |
68,943
-9,786
| -12% | -$488K | 0.31% | 82 |
|
|
2023
Q4 | $3.05M | Buy |
78,729
+1,000
| +1% | +$38.7K | 0.29% | 91 |
|
|
2023
Q3 | $3.08M | Buy |
77,729
+1,954
| +3% | +$77.5K | 0.33% | 77 |
|
|
2023
Q2 | $2.4M | Sell |
75,775
-1,996
| -3% | -$63.1K | 0.28% | 97 |
|
|
2023
Q1 | $2.19M | Buy |
77,771
+39,946
| +106% | +$1.12M | 0.26% | 99 |
|
|
2022
Q4 | $1.32M | Buy |
37,825
+26,877
| +245% | +$936K | 0.16% | 140 |
|
|
2022
Q3 | $412K | Buy |
10,948
+270
| +3% | +$10.2K | 0.06% | 313 |
|
|
2022
Q2 | $365K | Buy |
+10,678
| New | +$365K | 0.05% | 334 |
|