Voloridge 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 | $20.2M | Buy |
817,070
+106,205
| +15% | +$2.62M | 0.07% | 320 |
|
|
2025
Q1 | $21.3M | Sell |
710,865
-463,866
| -39% | -$13.9M | 0.08% | 337 |
|
|
2024
Q4 | $45.5M | Sell |
1,174,731
-250,096
| -18% | -$9.69M | 0.16% | 177 |
|
|
2024
Q3 | $57M | Buy |
1,424,827
+1,052,347
| +283% | +$42.1M | 0.21% | 131 |
|
|
2024
Q2 | $16.1M | Buy |
372,480
+277,111
| +291% | +$12M | 0.06% | 443 |
|
|
2024
Q1 | $4.75M | Buy |
95,369
+47,793
| +100% | +$2.38M | 0.02% | 672 |
|
|
2023
Q4 | $1.84M | Buy |
47,576
+39,852
| +516% | +$1.54M | 0.01% | 849 |
|
|
2023
Q3 | $306K | Sell |
7,724
-431,936
| -98% | -$17.1M | ﹤0.01% | 1278 |
|
|
2023
Q2 | $13.9M | Buy |
439,660
+128,367
| +41% | +$4.06M | 0.07% | 379 |
|
|
2023
Q1 | $8.77M | Buy |
+311,293
| New | +$8.77M | 0.04% | 486 |
|
|
2022
Q3 | – | Sell |
-287,963
| Closed | -$9.85M | – | 1606 |
|
|
2022
Q2 | $9.85M | Sell |
287,963
-348,856
| -55% | -$11.9M | 0.05% | 446 |
|
|
2022
Q1 | $24.8M | Sell |
636,819
-55,124
| -8% | -$2.15M | 0.14% | 208 |
|
|
2021
Q4 | $20.4M | Sell |
691,943
-7,488
| -1% | -$221K | 0.11% | 255 |
|
|
2021
Q3 | $18.5M | Sell |
699,431
-18,052
| -3% | -$476K | 0.12% | 225 |
|
|
2021
Q2 | $17.7M | Sell |
717,483
-115,165
| -14% | -$2.84M | 0.12% | 217 |
|
|
2021
Q1 | $13.6M | Buy |
832,648
+280,807
| +51% | +$4.6M | 0.1% | 272 |
|
|
2020
Q4 | $3.38M | Buy |
+551,841
| New | +$3.38M | 0.03% | 562 |
|
|
2020
Q3 | – | Sell |
-72,563
| Closed | -$272K | – | 1481 |
|
|
2020
Q2 | $272K | Buy |
+72,563
| New | +$272K | ﹤0.01% | 1153 |
|
|
2020
Q1 | – | Sell |
-253,842
| Closed | -$2.85M | – | 1364 |
|
|
2019
Q4 | $2.85M | Sell |
253,842
-85,585
| -25% | -$962K | 0.06% | 406 |
|
|
2019
Q3 | $3.29M | Buy |
339,427
+197,767
| +140% | +$1.92M | 0.06% | 337 |
|
|
2019
Q2 | $1.77M | Buy |
141,660
+79,191
| +127% | +$992K | 0.05% | 350 |
|
|
2019
Q1 | $1.09M | Buy |
+62,469
| New | +$1.09M | 0.03% | 442 |
|
|
2017
Q2 | – | Sell |
-602,140
| Closed | -$14.5M | – | 554 |
|
|
2017
Q1 | $14.5M | Buy |
+602,140
| New | +$14.5M | 0.35% | 71 |
|
|
2016
Q4 | – | Sell |
-163,703
| Closed | -$6.32M | – | 665 |
|
|
2016
Q3 | $6.32M | Buy |
+163,703
| New | +$6.32M | 0.14% | 96 |
|