Wilmington Savings Fund Society’s SM Energy SM Stock Holding History

Wilmington Savings Fund Society’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 Q3	$2.95K	Hold
2025 Q2	$2.92K	Hold
2025 Q1	$3.53K	Hold
2024 Q4	$4.57K	Hold
2024 Q3	$4.72K	Buy
2023 Q1	–	Sell
2022 Q4	$268K	Sell
2022 Q3	$419K	Hold
2022 Q2	$381K	Sell
2022 Q1	$1.14M	Sell
2021 Q4	$997K	Sell
2021 Q3	$938K	Hold
2021 Q2	$876K	Sell
2021 Q1	$690K	Hold
2020 Q4	$258K	Hold
2020 Q3	$67K	Hold
2020 Q2	$158K	Sell
2020 Q1	$57K	Hold
2019 Q4	$530K	Hold
2019 Q3	$457K	Hold
2019 Q2	$590K	Hold
2019 Q1	$824K	Hold
2018 Q4	$730K	Hold
2018 Q3	$1.49M	Sell
2018 Q2	$1.71M	Sell
2018 Q1	$1.29M	Sell
2017 Q4	$1.62M	Hold
2017 Q3	$1.3M	Hold
2017 Q2	$1.22M	Hold
2017 Q1	$1.77M	Hold
2016 Q4	$2.54M	Sell
2016 Q3	$3.07M	Sell
2016 Q2	$2.36M	Hold
2016 Q1	$1.64M	Hold
2015 Q4	$1.72M	Hold
2015 Q3	$2.81M	Sell
2015 Q2	$4.52M	Hold
2015 Q1	$5.07M	Hold
2014 Q4	$3.79M	Sell
2014 Q3	$10.8M	Sell
2014 Q2	$11.9M	Buy
2014 Q1	$8.95M	Buy
2013 Q4	$9.17M	Buy
2013 Q3	$6.36M	Buy
2013 Q2	$3.19M	Buy