WAM
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Wakefield Asset Management’s SM Energy SM Stock Holding History

Wakefield Asset Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,859
Closed -$754K – 170
2024
Q3 		$754K Sell
18,859
-255
-1% -$10.2K 0.25% 116
2024
Q2 		$826K Buy
+19,114
New +$826K 0.29% 110