Meeder Asset 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 | $1.09M | Buy |
44,051
+43,967
| +52,342% | +$1.09M | 0.07% | 129 |
|
|
2025
Q1 | $2.52K | Buy |
+84
| New | +$2.52K | ﹤0.01% | 852 |
|
|
2023
Q4 | – | Sell |
-3,489
| Closed | -$138K | – | 563 |
|
|
2023
Q3 | $138K | Buy |
3,489
+750
| +27% | +$29.7K | 0.01% | 351 |
|
|
2023
Q2 | $86.6K | Hold |
2,739
| – | – | 0.01% | 382 |
|
|
2023
Q1 | $77.1K | Hold |
2,739
| – | – | 0.01% | 412 |
|
|
2022
Q4 | $95.4K | Sell |
2,739
-577
| -17% | -$20.1K | 0.01% | 481 |
|
|
2022
Q3 | $124K | Buy |
3,316
+724
| +28% | +$27.1K | 0.01% | 654 |
|
|
2022
Q2 | $88K | Sell |
2,592
-595
| -19% | -$20.2K | 0.01% | 752 |
|
|
2022
Q1 | $125K | Buy |
+3,187
| New | +$125K | 0.01% | 755 |
|
|
2021
Q4 | – | Sell |
-6,489
| Closed | -$171K | – | 2159 |
|
|
2021
Q3 | $171K | Buy |
6,489
+2,634
| +68% | +$69.4K | 0.01% | 768 |
|
|
2021
Q2 | $95K | Buy |
3,855
+357
| +10% | +$8.8K | ﹤0.01% | 921 |
|
|
2021
Q1 | $56K | Buy |
3,498
+3,265
| +1,401% | +$52.3K | ﹤0.01% | 1067 |
|
|
2020
Q4 | $1K | Hold |
233
| – | – | ﹤0.01% | 1734 |
|
|
2020
Q3 | $0 | Buy |
233
+82
| +54% | – | ﹤0.01% | 2361 |
|
|
2020
Q2 | $1K | Sell |
151
-33
| -18% | -$219 | ﹤0.01% | 1958 |
|
|
2020
Q1 | $0 | Buy |
184
+39
| +27% | – | ﹤0.01% | 2517 |
|
|
2019
Q4 | $2K | Sell |
145
-659
| -82% | -$9.09K | ﹤0.01% | 2056 |
|
|
2019
Q3 | $8K | Sell |
804
-46,035
| -98% | -$458K | ﹤0.01% | 1613 |
|
|
2019
Q2 | $586K | Buy |
46,839
+1,149
| +3% | +$14.4K | 0.04% | 384 |
|
|
2019
Q1 | $799K | Buy |
45,690
+44,725
| +4,635% | +$782K | 0.06% | 271 |
|
|
2018
Q4 | $15K | Sell |
965
-25,239
| -96% | -$392K | ﹤0.01% | 1146 |
|
|
2018
Q3 | $827K | Buy |
+26,204
| New | +$827K | 0.06% | 276 |
|
|
2017
Q2 | – | Sell |
-95
| Closed | -$2K | – | 1848 |
|
|
2017
Q1 | $2K | Sell |
95
-12,034
| -99% | -$253K | ﹤0.01% | 1403 |
|
|
2016
Q4 | $418K | Buy |
12,129
+1,043
| +9% | +$35.9K | 0.04% | 396 |
|
|
2016
Q3 | $428K | Buy |
11,086
+11,083
| +369,433% | +$428K | 0.04% | 461 |
|
|
2016
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 954 |
|
|
2016
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 914 |
|
|
2014
Q4 | – | Sell |
-3,940
| Closed | -$307K | – | 482 |
|
|
2014
Q3 | $307K | Buy |
+3,940
| New | +$307K | 0.05% | 295 |
|