Moody Aldrich Partners’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.37M	Buy	177,045 +41,987	+31%	+$1.04M	0.85%	56
2025 Q1	$4.04M	Buy	135,058 +2,791	+2%	+$83.6K	0.85%	52
2024 Q4	$5.13M	Buy	132,267 +31,582	+31%	+$1.22M	0.95%	34
2024 Q3	$4.02M	Buy	+100,685	New	+$4.02M	0.73%	64