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Readystate Asset Management’s SM Energy SM Stock Holding History

Readystate Asset Management’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
2026
Q1 		$1.77M Buy
+56,672
New +$1.29M 0.08% 163
2025
Q3 		– Sell
-11,013
Closed -$272K – 649
2025
Q2 		$272K Sell
11,013
-4,886
-31% -$118K 0.01% 540
2025
Q1 		$476K Buy
15,899
+6,018
+61% +$216K 0.02% 470
2024
Q4 		$383K Buy
+9,881
New +$417K 0.01% 523
2024
Q1 		– Sell
-5,953
Closed -$231K – 1012
2023
Q4 		$231K Sell
5,953
-1,800
-23% -$69.4K 0.01% 522
2023
Q3 		$307K Sell
7,753
-1,867
-19% -$70.8K 0.02% 457
2023
Q2 		$304K Hold
9,620
– – 0.02% 244
2023
Q1 		$271K Buy
9,620
+1,700
+21% +$51.9K 0.03% 312
2022
Q4 		$276K Buy
+7,920
New +$329K 0.07% 81

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VCM
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DSC
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