Legacy Capital Wealth Partners’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,498	Closed	-$380K	–	390
2024 Q3	$380K	Buy	+9,498	New	+$380K	0.08%	242