KIM
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Kestra Investment Management’s SM Energy SM Stock Holding History

Kestra Investment Management’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 		$25.3K Buy
1,017
+981
+2,725% +$24.4K ﹤0.01% 620
2025
Q1 		$1.08K Buy
+36
New +$1.08K ﹤0.01% 811