Westwood Holdings Group’s SM Energy SM Stock Holding History

Westwood Holdings Group’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$92.2M	Buy
2025 Q1	$96.1M	Buy
2024 Q4	$82.1M	Buy
2024 Q3	$83M	Buy
2024 Q2	$73.9M	Buy
2024 Q1	$77.4M	Buy
2023 Q4	$50.1M	Buy
2021 Q4	–	Sell
2021 Q3	$1.03M	Buy
2017 Q3	–	Sell
2017 Q2	$66K	Buy