Financial Network Wealth Advisors’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$923 Hold
37
﹤0.01% 785
2025
Q1
$1.11K Buy
+37
New +$1.11K ﹤0.01% 683
2024
Q4
Sell
-36
Closed -$1.44K 793
2024
Q3
$1.44K Buy
36
+5
+16% +$200 ﹤0.01% 706
2024
Q2
$1.34K Buy
+31
New +$1.34K ﹤0.01% 795