Bruce G. Allen Investments’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	$1.04K	Buy	42 +19	+83%	+$470	﹤0.01%	815
2025 Q1	$689	Buy	+23	New	+$689	﹤0.01%	876
2024 Q4	–	Sell	-15	Closed	-$600	–	1144
2024 Q3	$600	Buy	+15	New	+$600	﹤0.01%	922