Lee Financial’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	-8,000	Closed	-$310K	–	177
2024 Q4	$310K	Hold	8,000	–	–	0.04%	145
2024 Q3	$320K	Buy	+8,000	New	+$320K	0.05%	143
2024 Q1	–	Sell	-185	Closed	-$7.16K	–	711
2023 Q4	$7.16K	Hold	185	–	–	﹤0.01%	484
2023 Q3	$7.34K	Hold	185	–	–	﹤0.01%	456
2023 Q2	$5.85K	Hold	185	–	–	﹤0.01%	482
2023 Q1	$5.21K	Sell	185 -8,120	-98%	-$229K	﹤0.01%	522
2022 Q4	$289K	Buy	8,305 +305	+4%	+$10.6K	0.05%	121
2022 Q3	$301K	Hold	8,000	–	–	0.06%	122
2022 Q2	$274K	Hold	8,000	–	–	0.05%	127
2022 Q1	$312K	Hold	8,000	–	–	0.06%	120
2021 Q4	$236K	Hold	8,000	–	–	0.04%	135
2021 Q3	$211K	Hold	8,000	–	–	0.04%	138
2021 Q2	$197K	Hold	8,000	–	–	0.04%	139
2021 Q1	$131K	Hold	8,000	–	–	0.03%	159
2020 Q4	$49K	Hold	8,000	–	–	0.01%	213
2020 Q3	$13K	Hold	8,000	–	–	﹤0.01%	367
2020 Q2	$30K	Hold	8,000	–	–	0.01%	247
2020 Q1	$10K	Hold	8,000	–	–	﹤0.01%	302
2019 Q4	$90K	Hold	8,000	–	–	0.02%	154
2019 Q3	$78K	Hold	8,000	–	–	0.02%	160
2019 Q2	$100K	Hold	8,000	–	–	0.02%	164
2019 Q1	$140K	Hold	8,000	–	–	0.03%	145
2018 Q4	$124K	Hold	8,000	–	–	0.03%	139
2018 Q3	$252K	Hold	8,000	–	–	0.06%	114
2018 Q2	$206K	Hold	8,000	–	–	0.05%	158
2018 Q1	$144K	Hold	8,000	–	–	0.04%	179
2017 Q4	$177K	Hold	8,000	–	–	0.05%	120
2017 Q3	$142K	Hold	8,000	–	–	0.05%	125
2017 Q2	$132K	Hold	8,000	–	–	0.05%	131
2017 Q1	$192K	Buy	8,000 +4,000	+100%	+$96K	0.08%	109
2016 Q4	$138K	Buy	+4,000	New	+$138K	0.08%	120