Raymond James Financial
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Raymond James Financial’s SM Energy SM Stock Holding History

Raymond James Financial’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.1M Buy
528,183
+11,534
+2% +$285K ﹤0.01% 1673
2025
Q1 		$15.5M Sell
516,649
-52,469
-9% -$1.57M 0.01% 1499
2024
Q4 		$22.1M Buy
+569,118
New +$22.1M 0.01% 1231