TFC Financial 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
Q1
Sell
-1
Closed -$39 1039
2024
Q4
$39 Hold
1
﹤0.01% 923
2024
Q3
$40 Buy
+1
New +$40 ﹤0.01% 939