Klein Pavlis & Peasley Financial’s SandRidge Energy SD Stock Holding History

Klein Pavlis & Peasley 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
2026 Q2	$901K	Buy	65,746 +2,637	+4%	+$39.3K	0.47%	66
2026 Q1	$1.03M	Sell	63,109 -4,670	-7%	-$75.6K	0.57%	57
2025 Q4	$978K	Sell	67,779 -33,167	-33%	-$439K	0.58%	54
2025 Q3	$1.14M	Buy	100,946 +5,603	+6%	+$61.9K	0.7%	43
2025 Q2	$1.03M	Sell	95,343 -4,447	-4%	-$45.3K	0.69%	46
2025 Q1	$1.14M	Buy	99,790 +2,678	+3%	+$31.8K	0.82%	44
2024 Q4	$1.14M	Buy	97,112 +7,947	+9%	+$91.8K	0.92%	37
2024 Q3	$1.09M	Sell	89,165 -687	-0.8%	-$8.78K	0.87%	44
2024 Q2	$1.16M	Buy	89,852 +3,884	+5%	+$53.8K	1.03%	40
2024 Q1	$1.25M	Sell	85,968 -14,204	-14%	-$192K	1.13%	35
2023 Q4	$1.37M	Buy	+100,172	New	+$1.48M	1.28%	29

Other funds holding SD

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Klein Pavlis & Peasley Financial's SD Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its SandRidge Energy (SD) stake by 4.2% in Q2 2026, buying an estimated $39.3K and bringing the position to 65,746 shares worth $901K. The position accounts for 0.47% of the portfolio, ranked #66.

Klein Pavlis & Peasley Financial first reported a position in SD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q4 2023. 32 funds tracked by Wall St. Rank hold SD as of Q2 2026.

Klein Pavlis & Peasley Financial held 65,746 shares of SandRidge Energy worth $901K as of Q2 2026.
Klein Pavlis & Peasley Financial bought 2,637 SandRidge Energy shares in Q2 2026, an estimated $39.3K.
SandRidge Energy made up 0.47% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #66 holding.
Klein Pavlis & Peasley Financial first reported a position in SandRidge Energy in Q4 2023 and has held it in 11 quarters since.
Klein Pavlis & Peasley Financial's SandRidge Energy position peaked at $1.37M in Q4 2023.
32 funds tracked by Wall St. Rank held SandRidge Energy as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.