Centric Wealth Management’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-65,665	Closed	-$2.89M	–	184
2024 Q3	$2.89M	Buy	65,665 +3,398	+5%	+$150K	0.77%	42
2024 Q2	$2.86M	Buy	+62,267	New	+$2.86M	0.82%	38