Yousif 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
45,468
+767
| +2% | +$19K | 0.01% | 1069 |
|
|
2025
Q1 | $1.34M | Sell |
44,701
-465
| -1% | -$13.9K | 0.02% | 939 |
|
|
2024
Q4 | $1.75M | Sell |
45,166
-470
| -1% | -$18.2K | 0.02% | 834 |
|
|
2024
Q3 | $1.82M | Sell |
45,636
-1,719
| -4% | -$68.7K | 0.02% | 828 |
|
|
2024
Q2 | $2.05M | Sell |
47,355
-6,254
| -12% | -$270K | 0.02% | 753 |
|
|
2024
Q1 | $2.67M | Sell |
53,609
-5,189
| -9% | -$259K | 0.03% | 651 |
|
|
2023
Q4 | $2.28M | Sell |
58,798
-3,499
| -6% | -$135K | 0.03% | 733 |
|
|
2023
Q3 | $2.47M | Sell |
62,297
-5,028
| -7% | -$199K | 0.03% | 616 |
|
|
2023
Q2 | $2.13M | Sell |
67,325
-5,273
| -7% | -$167K | 0.03% | 735 |
|
|
2023
Q1 | $2.04M | Sell |
72,598
-9,015
| -11% | -$254K | 0.03% | 763 |
|
|
2022
Q4 | $2.84M | Sell |
81,613
-18,675
| -19% | -$650K | 0.04% | 560 |
|
|
2022
Q3 | $3.77M | Sell |
100,288
-1,266
| -1% | -$47.6K | 0.05% | 373 |
|
|
2022
Q2 | $3.47M | Sell |
101,554
-12,025
| -11% | -$411K | 0.05% | 452 |
|
|
2022
Q1 | $4.42M | Buy |
113,579
+1,145
| +1% | +$44.6K | 0.05% | 412 |
|
|
2021
Q4 | $3.32M | Buy |
+112,434
| New | +$3.32M | 0.03% | 614 |
|