Zacks Investment 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 | – | Sell |
-19,864
| Closed | -$595K | – | 771 |
|
|
2025
Q1 | $595K | Buy |
+19,864
| New | +$595K | 0.01% | 455 |
|
|
2024
Q4 | – | Sell |
-5,157
| Closed | -$206K | – | 768 |
|
|
2024
Q3 | $206K | Buy |
+5,157
| New | +$206K | ﹤0.01% | 636 |
|
|
2024
Q1 | – | Sell |
-39,058
| Closed | -$1.51M | – | 705 |
|
|
2023
Q4 | $1.51M | Buy |
39,058
+15,639
| +67% | +$606K | 0.02% | 327 |
|
|
2023
Q3 | $929K | Buy |
+23,419
| New | +$929K | 0.01% | 380 |
|
|
2014
Q2 | – | Sell |
-22,328
| Closed | -$1.59M | – | 743 |
|
|
2014
Q1 | $1.59M | Buy |
22,328
+17,725
| +385% | +$1.26M | 0.06% | 189 |
|
|
2013
Q4 | $383K | Sell |
4,603
-54,397
| -92% | -$4.53M | 0.02% | 481 |
|
|
2013
Q3 | $4.55M | Buy |
+59,000
| New | +$4.55M | 0.2% | 143 |
|