Zurich Cantonal Bank’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Hold |
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|
2025
Q1 | $923K | Hold |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $957K | Buy |
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|
2023
Q2 | $675K | Buy |
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|
2023
Q1 | $556K | Buy |
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|
2022
Q4 | $632K | Buy |
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $717K | Sell |
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|
2021
Q4 | $807K | Buy |
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|
2021
Q3 | $610K | Sell |
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|
2021
Q2 | $588K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $74K | Hold |
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|
2019
Q3 | $64K | Hold |
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|
2019
Q2 | $83K | Buy |
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|
2019
Q1 | $100K | Sell |
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|
2018
Q4 | $121K | Buy |
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|
2018
Q3 | $206K | Buy |
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|
2018
Q2 | $143K | Hold |
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|
2018
Q1 | $101K | Hold |
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|
2017
Q4 | $123K | Buy |
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|
2017
Q3 | $63K | Hold |
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|
2017
Q2 | $59K | Buy |
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|
2017
Q1 | $74K | Hold |
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|
2016
Q4 | $106K | Hold |
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|
2016
Q3 | $118K | Buy |
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|
2016
Q2 | $40K | Hold |
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|
2016
Q1 | $28K | Hold |
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|
2015
Q4 | $29K | Buy |
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|
2015
Q3 | $34K | Buy |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $16K | Buy |
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