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Legacy Investment Solutions’s SM Energy SM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$81.5K Buy
+3,300
New +$81.5K 0.04% 120
2024
Q4
$64.8K Sell
1,734
-173
-9% -$6.47K 0.04% 107
2024
Q3
$83.4K Buy
+1,907
New +$83.4K 0.05% 89