Forum Financial Management’s SandRidge Energy SD Stock Holding History

Forum Financial Management’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
2026 Q2	$343K	Hold	25,000	–	–	﹤0.01%	258
2026 Q1	$408K	Sell	25,000 -3,591	-13%	-$58.2K	0.01%	222
2025 Q4	$413K	Hold	28,591	–	–	0.01%	580
2025 Q3	$323K	Hold	28,591	–	–	﹤0.01%	701
2025 Q2	$309K	Hold	28,591	–	–	﹤0.01%	654
2025 Q1	$327K	Hold	28,591	–	–	0.01%	553
2024 Q4	$335K	Sell	28,591 -3,597	-11%	-$41.6K	0.01%	546
2024 Q3	$394K	Hold	32,188	–	–	0.01%	408
2024 Q2	$416K	Hold	32,188	–	–	0.01%	363
2024 Q1	$469K	Hold	32,188	–	–	0.01%	346
2023 Q4	$440K	Sell	32,188 -997	-3%	-$14.7K	0.01%	324
2023 Q3	$520K	Hold	33,185	–	–	0.01%	274
2023 Q2	$506K	Buy	33,185 +7,188	+28%	+$106K	0.01%	293
2023 Q1	$375K	Hold	25,997	–	–	0.01%	338
2022 Q4	$443K	Buy	+25,997	New	+$486K	0.01%	278

Other funds holding SD

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Forum Financial Management's SD Position: Q2 2026 in Review

Forum Financial Management held its SandRidge Energy (SD) position steady in Q2 2026 at 25,000 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Forum Financial Management first reported a position in SD in Q4 2022 and has held it in 15 quarters since. The position peaked at $520K in Q3 2023. 167 funds tracked by Wall St. Rank hold SD as of Q2 2026.

Forum Financial Management held 25,000 shares of SandRidge Energy worth $343K as of Q2 2026.
Forum Financial Management left its SandRidge Energy share count unchanged in Q2 2026.
SandRidge Energy made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #258 holding.
Forum Financial Management first reported a position in SandRidge Energy in Q4 2022 and has held it in 15 quarters since.
Forum Financial Management's SandRidge Energy position peaked at $520K in Q3 2023.
167 funds tracked by Wall St. Rank held SandRidge Energy as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.