Mount Yale Investment Advisors’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	$105K	Buy	+4,265	New	+$105K	0.01%	646
2024 Q2	–	Sell	-13,871	Closed	-$691K	–	563
2024 Q1	$691K	Sell	13,871 -25	-0.2%	-$1.25K	0.05%	293
2023 Q4	$538K	Hold	13,896	–	–	0.05%	307
2023 Q3	$551K	Buy	+13,896	New	+$551K	0.06%	290