Global Financial Private Client’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	–	Sell	-13	Closed	-$389	–	1368
2025 Q1	$389	Buy	13 +5	+63%	+$150	﹤0.01%	1371
2024 Q4	$310	Buy	+8	New	+$310	﹤0.01%	1100