Xponance’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 | $219K | Buy |
8,852
+164
| +2% | +$4.05K | ﹤0.01% | 1287 |
|
|
2025
Q1 | $260K | Buy |
8,688
+516
| +6% | +$15.5K | ﹤0.01% | 1146 |
|
|
2024
Q4 | $317K | Buy |
8,172
+223
| +3% | +$8.64K | ﹤0.01% | 1111 |
|
|
2024
Q3 | $318K | Sell |
7,949
-244
| -3% | -$9.75K | ﹤0.01% | 1075 |
|
|
2024
Q2 | $354K | Buy |
8,193
+1,107
| +16% | +$47.9K | ﹤0.01% | 1006 |
|
|
2024
Q1 | $353K | Sell |
7,086
-97
| -1% | -$4.84K | ﹤0.01% | 1036 |
|
|
2023
Q4 | $278K | Buy |
7,183
+29
| +0.4% | +$1.12K | ﹤0.01% | 1076 |
|
|
2023
Q3 | $284K | Buy |
7,154
+63
| +0.9% | +$2.5K | ﹤0.01% | 1051 |
|
|
2023
Q2 | $224K | Buy |
+7,091
| New | +$224K | ﹤0.01% | 1120 |
|
|
2023
Q1 | – | Sell |
-7,441
| Closed | -$259K | – | 1255 |
|
|
2022
Q4 | $259K | Sell |
7,441
-27
| -0.4% | -$940 | ﹤0.01% | 1065 |
|
|
2022
Q3 | $281K | Buy |
7,468
+729
| +11% | +$27.4K | 0.01% | 1012 |
|
|
2022
Q2 | $230K | Buy |
6,739
+507
| +8% | +$17.3K | ﹤0.01% | 1065 |
|
|
2022
Q1 | $243K | Buy |
+6,232
| New | +$243K | ﹤0.01% | 1064 |
|