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Atria Investments’s SM Energy SM Stock Holding History

Atria Investments’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,403
Closed -$385K – 2123
2025
Q3 		$385K Sell
15,403
-69
-0.4% -$1.86K ﹤0.01% 1582
2025
Q2 		$382K Buy
15,472
+754
+5% +$18.3K ﹤0.01% 1574
2025
Q1 		$441K Buy
14,718
+1,149
+8% +$41.2K 0.01% 1420
2024
Q4 		$526K Sell
13,569
-9,347
-41% -$395K 0.01% 1299
2024
Q3 		$916K Buy
22,916
+961
+4% +$41.7K 0.01% 1015
2024
Q2 		$949K Sell
21,955
-27
-0.1% -$1.33K 0.01% 961
2024
Q1 		$1.1M Buy
+21,982
New +$899K 0.02% 914
2014
Q3 		– Sell
-30,225
Closed -$2.54M – 479
2014
Q2 		$2.54M Buy
+30,225
New +$2.32M 0.25% 73

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