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Foster & Motley’s SM Energy SM Stock Holding History

Foster & Motley’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
Q2 		$347K Sell
14,048
-4,512
-24% -$111K 0.02% 329
2025
Q1 		$556K Buy
18,560
+9,727
+110% +$291K 0.04% 266
2024
Q4 		$342K Buy
+8,833
New +$342K 0.02% 319