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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.25K	Hold
2025 Q1	$10K	Sell
2024 Q4	$16.2K	Hold
2024 Q3	$16.7K	Buy