Steward Partners Investment Advisory’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.3M	Buy	457,333 +457,132	+227,429%	+$10.4M	0.07%	252
2025 Q4	$3.76K	Sell	201 -17	-8%	-$344	﹤0.01%	3776
2025 Q3	$5.44K	Sell	218 -28	-11%	-$755	﹤0.01%	3632
2025 Q2	$6.08K	Sell	246 -81	-25%	-$1.96K	﹤0.01%	3405
2025 Q1	$9.79K	Buy	327 +38	+13%	+$1.36K	﹤0.01%	3108
2024 Q4	$11.2K	Buy	289 +139	+93%	+$5.87K	﹤0.01%	3052
2024 Q3	$6K	Hold	150	–	–	﹤0.01%	3126
2024 Q2	$6.49K	Hold	150	–	–	﹤0.01%	2964
2024 Q1	$7.48K	Hold	150	–	–	﹤0.01%	2914
2023 Q4	$5.81K	Hold	150	–	–	﹤0.01%	2906
2023 Q3	$5.95K	Hold	150	–	–	﹤0.01%	2775
2023 Q2	$4.75K	Hold	150	–	–	﹤0.01%	2805
2023 Q1	$4.22K	Hold	150	–	–	﹤0.01%	2832
2022 Q4	$5.22K	Buy	+150	New	+$6.24K	﹤0.01%	2760
2020 Q1	–	Sell	-1	Closed	–	–	2683
2019 Q4	$0	Sell	1 -1	-50%	-$9	﹤0.01%	2731
2019 Q3	$0	Hold	2	–	–	﹤0.01%	2755
2019 Q2	$0	Buy	+2	New	+$29	﹤0.01%	2685