NFJ Investment Group’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	$2.78M	Buy	112,346 +32,086	+40%	+$793K	0.1%	172
2025 Q1	$2.4M	Hold	80,260	–	–	0.08%	193
2024 Q4	$3.11M	Buy	80,260 +5,781	+8%	+$224K	0.1%	172
2024 Q3	$2.98M	Buy	+74,479	New	+$2.98M	0.09%	184