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 Shares
Change % 		Capital Flow 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 +$19.9K 0.01% 129