Provenance Wealth Advisors’s SM Energy SM Stock Holding History

Provenance Wealth 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
2025 Q1	$419	Hold
2024 Q4	$543	Hold
2024 Q3	$560	Hold
2024 Q2	$605	Hold
2024 Q1	$698	Hold
2023 Q4	$542	Hold
2023 Q3	$555	Buy