Fortitude Family Office’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.19K Buy
+38
New +$867 ﹤0.01% 1462
2025
Q4
Sell
-327
Closed -$8.16K 2106
2025
Q3
$8.16K Hold
327
﹤0.01% 637
2025
Q2
$8.08K Buy
327
+29
+10% +$702 ﹤0.01% 634
2025
Q1
$8.93K Hold
298
﹤0.01% 570
2024
Q4
$11.6K Sell
298
-45
-13% -$1.9K ﹤0.01% 587
2024
Q3
$13.7K Buy
343
+50
+17% +$2.17K 0.01% 502
2024
Q2
$12.7K Hold
293
0.01% 374
2024
Q1
$14.6K Sell
293
-124
-30% -$5.07K 0.01% 330
2023
Q4
$16.1K Buy
+417
New +$16.1K 0.01% 337

Other funds holding SM