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Clearstead Advisors’s SM Energy SM Stock Holding History

Clearstead 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 		$8.25K Hold
334
– – ﹤0.01% 1945
2025
Q1 		$10K Sell
334
-83
-20% -$2.49K ﹤0.01% 1599
2024
Q4 		$16.2K Hold
417
– – ﹤0.01% 1450
2024
Q3 		$16.7K Buy
+417
New +$16.7K ﹤0.01% 1474