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 Q3	$385K	Sell
2025 Q2	$382K	Buy
2025 Q1	$441K	Buy
2024 Q4	$526K	Sell
2024 Q3	$916K	Buy
2024 Q2	$949K	Sell
2024 Q1	$1.1M	Buy
2014 Q3	–	Sell
2014 Q2	$2.54M	Buy