Stonehage Fleming Financial Services’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,670	Closed	-$107K	–	235
2024 Q3	$107K	Hold	2,670	–	–	﹤0.01%	153
2024 Q2	$115K	Buy	+2,670	New	+$115K	﹤0.01%	149
2024 Q1	–	Sell	-2,670	Closed	-$103K	–	255
2023 Q4	$103K	Buy	+2,670	New	+$103K	﹤0.01%	146