William Blair & Company’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 | $315K | Buy |
12,746
+13
| +0.1% | +$321 | ﹤0.01% | 1245 |
|
|
2025
Q1 | $381K | Buy |
12,733
+1,508
| +13% | +$45.2K | ﹤0.01% | 1170 |
|
|
2024
Q4 | $435K | Hold |
11,225
| – | – | ﹤0.01% | 1139 |
|
|
2024
Q3 | $449K | Sell |
11,225
-25
| -0.2% | -$999 | ﹤0.01% | 1147 |
|
|
2024
Q2 | $486K | Buy |
11,250
+5,000
| +80% | +$216K | ﹤0.01% | 1105 |
|
|
2024
Q1 | $312K | Hold |
6,250
| – | – | ﹤0.01% | 1242 |
|
|
2023
Q4 | $242K | Buy |
+6,250
| New | +$242K | ﹤0.01% | 1334 |
|
|
2022
Q4 | – | Sell |
-5,750
| Closed | -$216K | – | 1874 |
|
|
2022
Q3 | $216K | Buy |
+5,750
| New | +$216K | ﹤0.01% | 1359 |
|
|
2015
Q4 | – | Sell |
-9,500
| Closed | -$304K | – | 1253 |
|
|
2015
Q3 | $304K | Sell |
9,500
-120,804
| -93% | -$3.87M | ﹤0.01% | 1135 |
|
|
2015
Q2 | $6.01M | Buy |
130,304
+452
| +0.3% | +$20.8K | 0.01% | 1021 |
|
|
2015
Q1 | $6.71M | Buy |
129,852
+123,902
| +2,082% | +$6.4M | 0.01% | 947 |
|
|
2014
Q4 | $229K | Sell |
5,950
-703,499
| -99% | -$27.1M | ﹤0.01% | 1932 |
|
|
2014
Q3 | $55.3M | Buy |
709,449
+705,449
| +17,636% | +$55M | 0.09% | 282 |
|
|
2014
Q2 | $336K | Sell |
4,000
-36
| -0.9% | -$3.02K | ﹤0.01% | 1772 |
|
|
2014
Q1 | $288K | Buy |
4,036
+36
| +0.9% | +$2.57K | ﹤0.01% | 1775 |
|
|
2013
Q4 | $332K | Buy |
+4,000
| New | +$332K | ﹤0.01% | 1705 |
|