Yaupon Capital Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-70,949
| Closed | -$2M | – | 115 |
|
|
2023
Q1 | $2M | Sell |
70,949
-72,702
| -51% | -$2.05M | 0.24% | 69 |
|
|
2022
Q4 | $5M | Buy |
143,651
+18,084
| +14% | +$630K | 0.79% | 45 |
|
|
2022
Q3 | $4.72M | Sell |
125,567
-64,260
| -34% | -$2.42M | 1.01% | 27 |
|
|
2022
Q2 | $6.49M | Buy |
189,827
+123,427
| +186% | +$4.22M | 2.28% | 18 |
|
|
2022
Q1 | $2.59M | Buy |
+66,400
| New | +$2.59M | 1.4% | 31 |
|