Crewe Advisors’s SM Energy SM Stock Holding History

Crewe 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 Q3	$5.42K	Buy
2024 Q3	–	Sell
2024 Q2	$13.1K	Buy
2024 Q1	$3.94K	Buy