LRI Investments’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	-75	Closed	-$2.89K	–	1247
2024 Q4	$2.89K	Hold	75	–	–	﹤0.01%	1029
2024 Q3	$3.3K	Buy	75 +25	+50%	+$1.1K	﹤0.01%	1004
2024 Q2	$2.16K	Buy	+50	New	+$2.16K	﹤0.01%	1049