Winton 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 | $913K | Buy |
36,966
+1,185
| +3% | +$29.3K | 0.05% | 460 |
|
|
2025
Q1 | $1.07M | Buy |
35,781
+7,690
| +27% | +$230K | 0.07% | 355 |
|
|
2024
Q4 | $1.09M | Buy |
28,091
+592
| +2% | +$22.9K | 0.07% | 287 |
|
|
2024
Q3 | $1.1M | Buy |
+27,499
| New | +$1.1M | 0.08% | 240 |
|
|
2024
Q1 | – | Sell |
-8,233
| Closed | -$319K | – | 857 |
|
|
2023
Q4 | $319K | Sell |
8,233
-2,067
| -20% | -$80K | 0.02% | 523 |
|
|
2023
Q3 | $408K | Sell |
10,300
-4,674
| -31% | -$185K | 0.03% | 347 |
|
|
2023
Q2 | $474K | Sell |
14,974
-14,591
| -49% | -$462K | 0.04% | 344 |
|
|
2023
Q1 | $833K | Buy |
29,565
+8,448
| +40% | +$238K | 0.05% | 503 |
|
|
2022
Q4 | $736K | Buy |
21,117
+13,545
| +179% | +$472K | 0.05% | 511 |
|
|
2022
Q3 | $285K | Buy |
+7,572
| New | +$285K | 0.02% | 810 |
|
|
2021
Q4 | – | Sell |
-126,583
| Closed | -$3.34M | – | 1358 |
|
|
2021
Q3 | $3.34M | Sell |
126,583
-6,958
| -5% | -$184K | 0.19% | 90 |
|
|
2021
Q2 | $3.29M | Buy |
133,541
+18,462
| +16% | +$455K | 0.18% | 68 |
|
|
2021
Q1 | $1.88M | Buy |
115,079
+27,309
| +31% | +$447K | 0.11% | 173 |
|
|
2020
Q4 | $537K | Buy |
+87,770
| New | +$537K | 0.04% | 756 |
|