Shelton Capital Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $245K | Buy |
+7,843
| New | +$179K | 0.01% | 593 |
|
|
2024
Q3 | – | Sell |
-4,810
| Closed | -$208K | – | 772 |
|
|
2024
Q2 | $208K | Sell |
4,810
-290
| -6% | -$14.2K | 0.01% | 678 |
|
|
2024
Q1 | $254K | Sell |
5,100
-316
| -6% | -$12.9K | 0.01% | 608 |
|
|
2023
Q4 | $210K | Sell |
5,416
-379
| -7% | -$14.6K | 0.01% | 678 |
|
|
2023
Q3 | $230K | Buy |
+5,795
| New | +$220K | 0.01% | 588 |
|
|
2023
Q1 | – | Sell |
-7,601
| Closed | -$265K | – | 763 |
|
|
2022
Q4 | $265K | Hold |
7,601
| – | – | 0.03% | 499 |
|
|
2022
Q3 | $286K | Hold |
7,601
| – | – | 0.01% | 470 |
|
|
2022
Q2 | $260K | Hold |
7,601
| – | – | 0.01% | 542 |
|
|
2022
Q1 | $296K | Buy |
7,601
+568
| +8% | +$20.5K | 0.01% | 564 |
|
|
2021
Q4 | $207K | Buy |
+7,033
| New | +$220K | 0.01% | 786 |
|
|
2018
Q4 | – | Sell |
-7,260
| Closed | -$229K | – | 880 |
|
|
2018
Q3 | $229K | Buy |
+7,260
| New | +$208K | 0.01% | 778 |
|
|
2017
Q1 | – | Sell |
-6,497
| Closed | -$224K | – | 899 |
|
|
2016
Q4 | $224K | Buy |
+6,497
| New | +$235K | 0.02% | 776 |
|
|
2015
Q4 | – | Sell |
-6,571
| Closed | -$211K | – | 759 |
|
|
2015
Q3 | $211K | Hold |
6,571
| – | – | 0.02% | 684 |
|
|
2015
Q2 | $303K | Buy |
+6,571
| New | +$347K | 0.03% | 578 |
|
|
2015
Q1 | – | Sell |
-7,223
| Closed | -$279K | – | 817 |
|
|
2014
Q4 | $279K | Hold |
7,223
| – | – | 0.03% | 610 |
|
|
2014
Q3 | $563K | Hold |
7,223
| – | – | 0.08% | 298 |
|
|
2014
Q2 | $607K | Hold |
7,223
| – | – | 0.08% | 283 |
|
|
2014
Q1 | $515K | Hold |
7,223
| – | – | 0.08% | 309 |
|
|
2013
Q4 | $600K | Hold |
7,223
| – | – | 0.09% | 245 |
|
|
2013
Q3 | $558K | Hold |
7,223
| – | – | 0.09% | 245 |
|
|
2013
Q2 | $433K | Buy |
+7,223
| New | +$440K | 0.08% | 314 |
|
Other funds holding SM
VPM
AC
VCM
DSC
