NS
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NBC Securities’s SM Energy SM Stock Holding History

NBC Securities’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
2026
Q1 		$37.2K Sell
1,194
-153
-11% -$3.49K ﹤0.01% 1437
2025
Q4 		$25.2K Buy
1,347
+830
+161% +$16.8K ﹤0.01% 1666
2025
Q3 		$12.9K Hold
517
– – ﹤0.01% 1933
2025
Q2 		$12K Hold
517
– – ﹤0.01% 1899
2025
Q1 		$15K Buy
+517
New +$18.5K ﹤0.01% 1606
2024
Q4 		– Sell
-517
Closed -$20K – 1946
2024
Q3 		$20K Sell
517
-1,050
-67% -$45.6K ﹤0.01% 1514
2024
Q2 		$67K Sell
1,567
-184
-11% -$9.04K 0.01% 1060
2024
Q1 		$87K Sell
1,751
-1,171
-40% -$47.9K 0.01% 977
2023
Q4 		$113K Hold
2,922
– – 0.01% 911
2023
Q3 		$115K Buy
+2,922
New +$111K 0.01% 891

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