Heritage Family Offices’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,237	Closed	-$242K	–	192
2024 Q4	$242K	Buy	6,237 +726	+13%	+$28.1K	0.12%	160
2024 Q3	$220K	Sell	5,511 -365	-6%	-$14.6K	0.11%	168
2024 Q2	$254K	Buy	+5,876	New	+$254K	0.14%	135