Vident Advisory’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 |
-19,470
| Closed | -$583K | – | 1697 |
|
|
2025
Q1 | $583K | Buy |
19,470
+2,965
| +18% | +$88.8K | 0.01% | 958 |
|
|
2024
Q4 | $640K | Sell |
16,505
-1,510
| -8% | -$58.5K | 0.01% | 832 |
|
|
2024
Q3 | $720K | Buy |
18,015
+1,552
| +9% | +$62K | 0.02% | 764 |
|
|
2024
Q2 | $712K | Buy |
16,463
+7,378
| +81% | +$319K | 0.02% | 720 |
|
|
2024
Q1 | $453K | Sell |
9,085
-88
| -1% | -$4.39K | 0.01% | 858 |
|
|
2023
Q4 | $355K | Buy |
9,173
+656
| +8% | +$25.4K | 0.01% | 920 |
|
|
2023
Q3 | $338K | Buy |
+8,517
| New | +$338K | 0.01% | 848 |
|