RIA
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Realta Investment Advisors’s SM Energy SM Stock Holding History

Realta Investment Advisors’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 		$3.02K Hold
122
– – ﹤0.01% 289
2025
Q1 		$3.65K Sell
122
-240
-66% -$7.19K ﹤0.01% 301
2024
Q4 		$14.7K Buy
362
+101
+39% +$4.1K 0.01% 290
2024
Q3 		$11.6K Buy
+261
New +$11.6K 0.01% 296