Realta Investment Advisors’s SM Energy SM Stock Holding History

Realta 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
2025 Q3	$3.05K	Hold
2025 Q2	$3.02K	Hold
2025 Q1	$3.65K	Sell
2024 Q4	$14.7K	Buy
2024 Q3	$11.6K	Buy