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Legacy Wealth Management (Idaho)’s SM Energy SM Stock Holding History

Legacy Wealth Management (Idaho)’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 		$81.5K Buy
3,300
+661
+25% +$16.3K 0.04% 120
2025
Q1 		$79K Buy
2,639
+905
+52% +$27.1K 0.06% 110
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