Lucas Capital Management’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-73,800	Closed	-$6.21M	–	152
2014 Q2	$6.21M	Buy	73,800 +31,300	+74%	+$2.63M	1.97%	12
2014 Q1	$3.03M	Buy	42,500 +32,000	+305%	+$2.28M	0.97%	38
2013 Q4	$873K	Buy	+10,500	New	+$873K	0.29%	65