USA Financial Formulas’s SM Energy SM Stock Holding History

USA Financial Formulas’s Portfolio SM Stock Details SM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$785	Buy
2022 Q3	–	Sell
2022 Q2	$65K	Buy
2022 Q1	$29K	Buy