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Plante Moran Financial Advisors’s SM Energy SM Stock Holding History

Plante Moran Financial Advisors’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
2025
Q2 		– Sell
-183
Closed -$5.5K – 854
2025
Q1 		$5.5K Buy
+183
New +$6.56K ﹤0.01% 638
2017
Q1 		– Sell
-98
Closed -$3K – 1011
2016
Q4 		$3K Hold
98
– – ﹤0.01% 810
2016
Q3 		$4K Hold
98
– – ﹤0.01% 752
2016
Q2 		$3K Hold
98
– – ﹤0.01% 741
2016
Q1 		$2K Buy
+98
New +$1.35K ﹤0.01% 748

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