VOYA Investment 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 | $3.3M | Buy |
105,722
+22,625
| +27% | +$516K | ﹤0.01% | 1001 |
|
|
2025
Q4 | $1.55M | Buy |
83,097
+837
| +1% | +$17K | ﹤0.01% | 1321 |
|
|
2025
Q3 | $2.05M | Sell |
82,260
-14,609
| -15% | -$394K | ﹤0.01% | 1220 |
|
|
2025
Q2 | $2.39M | Sell |
96,869
-982
| -1% | -$23.8K | ﹤0.01% | 1228 |
|
|
2025
Q1 | $2.93M | Buy |
97,851
+23,386
| +31% | +$839K | ﹤0.01% | 1149 |
|
|
2024
Q4 | $2.89M | Sell |
74,465
-3,912
| -5% | -$165K | ﹤0.01% | 1154 |
|
|
2024
Q3 | $3.13M | Sell |
78,377
-1,169
| -1% | -$50.7K | ﹤0.01% | 1192 |
|
|
2024
Q2 | $3.44M | Sell |
79,546
-793
| -1% | -$38.9K | ﹤0.01% | 1150 |
|
|
2024
Q1 | $4M | Sell |
80,339
-9,842
| -11% | -$402K | ﹤0.01% | 1088 |
|
|
2023
Q4 | $3.49M | Sell |
90,181
-173
| -0.2% | -$6.67K | ﹤0.01% | 1139 |
|
|
2023
Q3 | $3.58M | Buy |
90,354
+185
| +0.2% | +$7.01K | ﹤0.01% | 1102 |
|
|
2023
Q2 | $2.85M | Buy |
90,169
+2,259
| +3% | +$63.8K | ﹤0.01% | 1218 |
|
|
2023
Q1 | $2.48M | Sell |
87,910
-24
| -0% | -$732 | ﹤0.01% | 1266 |
|
|
2022
Q4 | $3.06M | Hold |
87,934
| – | – | ﹤0.01% | 1166 |
|
|
2022
Q3 | $3.31M | Buy |
87,934
+368
| +0.4% | +$14.5K | ﹤0.01% | 1124 |
|
|
2022
Q2 | $2.99M | Sell |
87,566
-1,899
| -2% | -$77.2K | 0.01% | 940 |
|
|
2022
Q1 | $3.48M | Buy |
89,465
+1,698
| +2% | +$61.2K | 0.01% | 942 |
|
|
2021
Q4 | $2.59M | Buy |
87,767
+11,602
| +15% | +$362K | 0.01% | 1052 |
|
|
2021
Q3 | $2.01M | Buy |
76,165
+892
| +1% | +$18K | ﹤0.01% | 1167 |
|
|
2021
Q2 | $1.85M | Buy |
75,273
+8,907
| +13% | +$173K | ﹤0.01% | 1248 |
|
|
2021
Q1 | $1.09M | Buy |
66,366
+16,133
| +32% | +$206K | ﹤0.01% | 1534 |
|
|
2020
Q4 | $307K | Buy |
50,233
+11,388
| +29% | +$38.4K | ﹤0.01% | 2179 |
|
|
2020
Q3 | $62K | Hold |
38,845
| – | – | ﹤0.01% | 2409 |
|
|
2020
Q2 | $146K | Sell |
38,845
-15,166
| -28% | -$49.6K | ﹤0.01% | 2259 |
|
|
2020
Q1 | $66K | Hold |
54,011
| – | – | ﹤0.01% | 2439 |
|
|
2019
Q4 | $607K | Buy |
54,011
+13,108
| +32% | +$118K | ﹤0.01% | 1780 |
|
|
2019
Q3 | $396K | Hold |
40,903
| – | – | ﹤0.01% | 1901 |
|
|
2019
Q2 | $512K | Buy |
40,903
+19,024
| +87% | +$276K | ﹤0.01% | 1758 |
|
|
2019
Q1 | $383K | Sell |
21,879
-1,418
| -6% | -$25.2K | ﹤0.01% | 1927 |
|
|
2018
Q4 | $361K | Buy |
23,297
+460
| +2% | +$10.6K | ﹤0.01% | 1923 |
|
|
2018
Q3 | $720K | Sell |
22,837
-536
| -2% | -$15.4K | ﹤0.01% | 1616 |
|
|
2018
Q2 | $600K | Sell |
23,373
-5,949
| -20% | -$139K | ﹤0.01% | 1689 |
|
|
2018
Q1 | $529K | Sell |
29,322
-522
| -2% | -$11.3K | ﹤0.01% | 1775 |
|
|
2017
Q4 | $659K | Sell |
29,844
-32,879
| -52% | -$664K | ﹤0.01% | 1673 |
|
|
2017
Q3 | $1.11M | Hold |
62,723
| – | – | ﹤0.01% | 1355 |
|
|
2017
Q2 | $1.04M | Sell |
62,723
-121,061
| -66% | -$2.4M | ﹤0.01% | 1363 |
|
|
2017
Q1 | $4.41M | Sell |
183,784
-892
| -0.5% | -$24.7K | 0.01% | 833 |
|
|
2016
Q4 | $6.37M | Buy |
184,676
+144,301
| +357% | +$5.21M | 0.02% | 720 |
|
|
2016
Q3 | $1.56K | Buy |
40,375
+18,331
| +83% | +$588K | ﹤0.01% | 1114 |
|
|
2016
Q2 | $595K | Sell |
22,044
-74,257
| -77% | -$2.08M | ﹤0.01% | 1595 |
|
|
2016
Q1 | $1.8M | Sell |
96,301
-1,533
| -2% | -$21.1K | ﹤0.01% | 1035 |
|
|
2015
Q4 | $1.92M | Buy |
97,834
+75,027
| +329% | +$2.29M | ﹤0.01% | 1008 |
|
|
2015
Q3 | $731K | Sell |
22,807
-628
| -3% | -$22.8K | ﹤0.01% | 1462 |
|
|
2015
Q2 | $1.08M | Sell |
23,435
-21,758
| -48% | -$1.15M | ﹤0.01% | 1376 |
|
|
2015
Q1 | $2.34M | Sell |
45,193
-58,089
| -56% | -$2.52M | 0.01% | 1030 |
|
|
2014
Q4 | $3.98M | Sell |
103,282
-349,102
| -77% | -$17.5M | 0.01% | 864 |
|
|
2014
Q3 | $35.3M | Sell |
452,384
-173,831
| -28% | -$14.2M | 0.08% | 235 |
|
|
2014
Q2 | $52.7M | Buy |
626,215
+10,679
| +2% | +$819K | 0.12% | 185 |
|
|
2014
Q1 | $43.9M | Buy |
615,536
+115,587
| +23% | +$9.04M | 0.1% | 193 |
|
|
2013
Q4 | $41.6M | Buy |
499,949
+358,412
| +253% | +$30.6M | 0.1% | 202 |
|
|
2013
Q3 | $10.9M | Sell |
141,537
-45,877
| -24% | -$3.17M | 0.03% | 534 |
|
|
2013
Q2 | $11.2M | Buy |
+187,414
| New | +$11.4M | 0.03% | 501 |
|
Other funds holding SM
VPM
AC
VCM
DSC
