Zacks Investment Management’s SM Energy SM Stock Holding History

Zacks Investment Management’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 Q2	–	Sell
2025 Q1	$595K	Buy
2024 Q4	–	Sell
2024 Q3	$206K	Buy
2024 Q1	–	Sell
2023 Q4	$1.51M	Buy
2023 Q3	$929K	Buy
2014 Q2	–	Sell
2014 Q1	$1.59M	Buy
2013 Q4	$383K	Sell
2013 Q3	$4.55M	Buy