Caption Management’s SM Energy SM Stock Holding History

Caption Management’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 Q2	$3.2M	Buy
2025 Q1	$1.31M	Sell
2024 Q4	$1.7M	Buy
2019 Q2	–	Hold
2019 Q1	–	Hold
2018 Q4	–	Hold
2018 Q3	–	Hold