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Concorde Financial’s SandRidge Energy SD Stock Holding History

Concorde Financial’s Portfolio SD Stock Details SD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$8.15K – 52
2022
Q4 		$8.15K Hold
500
– – 0.01% 51
2022
Q3 		$8K Buy
+500
New +$9.03K 0.01% 51

Other funds holding SD

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Concorde Financial's SD Position: Q1 2023 in Review

Concorde Financial sold out of SandRidge Energy (SD) in Q1 2023, closing a stake of 500 shares — an estimated $8.15K sold.

Concorde Financial first reported a position in SD in Q3 2022 and held it in 2 quarters. The position peaked at $8.15K in Q4 2022. 136 funds tracked by Wall St. Rank hold SD as of Q1 2023.

  • Concorde Financial reported no remaining SandRidge Energy position as of Q1 2023 after selling out during the quarter.
  • Concorde Financial sold 500 SandRidge Energy shares in Q1 2023, an estimated $8.15K.
  • Concorde Financial first reported a position in SandRidge Energy in Q3 2022 and held it in 2 quarters.
  • Concorde Financial's SandRidge Energy position peaked at $8.15K in Q4 2022.
  • 136 funds tracked by Wall St. Rank held SandRidge Energy as of Q1 2023.

Based on Concorde Financial's 13F filing for Q1 2023, filed 10 May 2023.