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Corient IA’s SM Energy SM Stock Holding History

Corient IA’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 		– Sell
-7,500
Closed -$225K – 319
2025
Q1 		$225K Buy
+7,500
New +$225K 0.16% 256