Stephens Consulting’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30	Closed	-$899	–	1877
2025 Q1	$899	Buy	+30	New	+$899	﹤0.01%	687
2024 Q3	–	Sell	-61	Closed	-$2.64K	–	630
2024 Q2	$2.64K	Buy	+61	New	+$2.64K	﹤0.01%	485