Stonehearth Capital Management’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
$204K Buy
8,247
+231
+3% +$5.71K 0.08% 89
2025
Q1
$240K Buy
8,016
+1,488
+23% +$44.6K 0.1% 75
2024
Q4
$253K Sell
6,528
-682
-9% -$26.4K 0.1% 68
2024
Q3
$288K Buy
+7,210
New +$288K 0.11% 61