LRI Investments’s SM Energy SM Stock Holding History

LRI Investments’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$2.89K	Hold
2024 Q3	$3.3K	Buy
2024 Q2	$2.16K	Buy