Heritage Family Offices’s SM Energy SM Stock Holding History

Heritage Family Offices’s Portfolio SM Stock Details SM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$210K	Buy
2025 Q1	–	Sell
2024 Q4	$242K	Buy
2024 Q3	$220K	Sell
2024 Q2	$254K	Buy