Y-Intercept (HK)’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 | $1.94M | Buy |
78,686
+58,293
| +286% | +$1.44M | 0.05% | 615 |
|
|
2025
Q1 | $611K | Buy |
20,393
+12,074
| +145% | +$362K | 0.04% | 614 |
|
|
2024
Q4 | $322K | Sell |
8,319
-13,913
| -63% | -$539K | 0.02% | 912 |
|
|
2024
Q3 | $889K | Buy |
+22,232
| New | +$889K | 0.05% | 498 |
|
|
2023
Q2 | – | Sell |
-39,706
| Closed | -$1.12M | – | 1688 |
|
|
2023
Q1 | $1.12M | Buy |
39,706
+24,182
| +156% | +$681K | 0.13% | 220 |
|
|
2022
Q4 | $541K | Buy |
15,524
+5,185
| +50% | +$181K | 0.08% | 410 |
|
|
2022
Q3 | $389K | Buy |
+10,339
| New | +$389K | 0.04% | 623 |
|