OneDigital Investment Advisors’s SM Energy SM Stock Holding History

OneDigital Investment Advisors’s Portfolio SM Stock Details SM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$357K	Buy
2019 Q3	–	Sell
2019 Q2	$11K	Hold
2019 Q1	$16K	Hold
2018 Q4	$14K	Buy
2018 Q3	–	Sell
2018 Q2	$23K	Hold
2018 Q1	$16K	Hold
2017 Q4	$20K	Hold
2017 Q3	$16K	Hold
2017 Q2	$15K	Buy