EFP
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EnRich Financial Partners’s SM Energy SM Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-400
Closed -$15.5K – 190
2024
Q4 		$15.5K Hold
400
– – 0.01% 151
2024
Q3 		$16K Hold
400
– – 0.01% 153
2024
Q2 		$17.3K Hold
400
– – 0.01% 151
2024
Q1 		$19.9K Buy
+400
New +$16.4K 0.01% 129

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EnRich Financial Partners's SM Position: Q1 2025 in Review

EnRich Financial Partners sold out of SM Energy (SM) in Q1 2025, closing a stake of 400 shares — an estimated $15.5K sold.

EnRich Financial Partners first reported a position in SM in Q1 2024 and held it in 4 quarters. The position peaked at $19.9K in Q1 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • EnRich Financial Partners reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 400 SM Energy shares in Q1 2025, an estimated $15.5K.
  • EnRich Financial Partners first reported a position in SM Energy in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's SM Energy position peaked at $19.9K in Q1 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.