Choreo LLC’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
$519K Buy
20,992
+3,443
+20% +$85.1K 0.01% 874
2025
Q1
$526K Sell
17,549
-1,085
-6% -$32.5K 0.01% 805
2024
Q4
$717K Sell
18,634
-891
-5% -$34.3K 0.01% 709
2024
Q3
$807K Buy
19,525
+1,367
+8% +$56.5K 0.01% 657
2024
Q2
$793K Buy
+18,158
New +$793K 0.01% 609