Westwood Holdings Group’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 | $92.2M | Buy |
3,731,350
+524,105
| +16% | +$13M | 0.68% | 43 |
|
|
2025
Q1 | $96.1M | Buy |
3,207,245
+1,088,948
| +51% | +$32.6M | 0.73% | 34 |
|
|
2024
Q4 | $82.1M | Buy |
2,118,297
+42,297
| +2% | +$1.64M | 0.63% | 46 |
|
|
2024
Q3 | $83M | Buy |
2,076,000
+366,073
| +21% | +$14.6M | 0.35% | 96 |
|
|
2024
Q2 | $73.9M | Buy |
1,709,927
+157,923
| +10% | +$6.83M | 0.35% | 91 |
|
|
2024
Q1 | $77.4M | Buy |
1,552,004
+258,733
| +20% | +$12.9M | 0.61% | 59 |
|
|
2023
Q4 | $50.1M | Buy |
+1,293,271
| New | +$50.1M | 0.42% | 98 |
|
|
2021
Q4 | – | Sell |
-39,080
| Closed | -$1.03M | – | 462 |
|
|
2021
Q3 | $1.03M | Buy |
+39,080
| New | +$1.03M | 0.01% | 346 |
|
|
2017
Q3 | – | Sell |
-4,000
| Closed | -$66K | – | 495 |
|
|
2017
Q2 | $66K | Buy |
+4,000
| New | +$66K | ﹤0.01% | 439 |
|