Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s SM Energy SM Stock Holding History

Cambridge Investment Research Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,800
Closed -$264K – 3748
2025
Q1 		$264K Sell
8,800
-610
-6% -$18.3K ﹤0.01% 2980
2024
Q4 		$365K Buy
9,410
+1,478
+19% +$57.3K ﹤0.01% 2675
2024
Q3 		$317K Buy
7,932
+127
+2% +$5.08K ﹤0.01% 2791
2024
Q2 		$337K Buy
+7,805
New +$337K ﹤0.01% 2611