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 |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $208K | Sell |
|
|||||
|
2024
Q1 | $254K | Sell |
|
|||||
|
2023
Q4 | $210K | Sell |
|
|||||
|
2023
Q3 | $230K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $265K | Hold |
|
|||||
|
2022
Q3 | $286K | Hold |
|
|||||
|
2022
Q2 | $260K | Hold |
|
|||||
|
2022
Q1 | $296K | Buy |
|
|||||
|
2021
Q4 | $207K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $229K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $224K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $211K | Hold |
|
|||||
|
2015
Q2 | $303K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $279K | Hold |
|
|||||
|
2014
Q3 | $563K | Hold |
|
|||||
|
2014
Q2 | $607K | Hold |
|
|||||
|
2014
Q1 | $515K | Hold |
|
|||||
|
2013
Q4 | $600K | Hold |
|
|||||
|
2013
Q3 | $558K | Hold |
|
|||||
|
2013
Q2 | $433K | Buy |
|