Cornerstone Planning Group’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8	Closed	-$318	–	1674
2024 Q4	$318	Buy	+8	New	+$318	﹤0.01%	1274
2023 Q3	–	Sell	-16	Closed	-$506	–	1293
2023 Q2	$506	Buy	+16	New	+$506	﹤0.01%	1459
2022 Q4	$904	Buy	+27	New	+$904	﹤0.01%	1378