Focus Partners Wealth
SM icon

Focus Partners Wealth’s SM Energy SM Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$6.7M Buy
+214,973
New +$4.9M 0.01% 840
2025
Q2 		– Sell
-104,654
Closed -$3.13M – 2122
2025
Q1 		$3.13M Buy
104,654
+1,434
+1% +$51.4K 0.01% 747
2024
Q4 		$4M Buy
103,220
+604
+0.6% +$25.5K 0.01% 674
2024
Q3 		$4.1M Sell
102,616
-2,928
-3% -$127K 0.01% 606
2024
Q2 		$4.56M Buy
105,544
+4,570
+5% +$224K 0.02% 511
2024
Q1 		$5.03M Buy
100,974
+11,120
+12% +$455K 0.04% 321
2023
Q4 		$3.48M Buy
+89,854
New +$3.46M 0.05% 274

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