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Concord Wealth Partners’s SM Energy SM Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-16
Closed -$620 – 952
2024
Q4 		$620 Hold
16
– – ﹤0.01% 843
2024
Q3 		$640 Buy
+16
New +$640 ﹤0.01% 877