PCS
SD icon

Private Client Services’s SandRidge Energy SD Stock Holding History

Private Client Services’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
2025
Q2 		– Sell
-88,512
Closed -$1.01M – 221
2025
Q1 		$1.01M Sell
88,512
-11,944
-12% -$142K 0.5% 51
2024
Q4 		$1.18M Buy
100,456
+39,109
+64% +$452K 0.63% 45
2024
Q3 		$750K Buy
61,347
+10,035
+20% +$128K 0.4% 63
2024
Q2 		$663K Sell
51,312
-9,608
-16% -$133K 0.42% 61
2024
Q1 		$888K Buy
+60,920
New +$823K 0.6% 51

Other funds holding SD

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Client Services's SD Position: Q2 2025 in Review

Private Client Services sold out of SandRidge Energy (SD) in Q2 2025, closing a stake of 88,512 shares — an estimated $1.01M sold.

Private Client Services first reported a position in SD in Q1 2024 and held it in 5 quarters. The position peaked at $1.18M in Q4 2024. 154 funds tracked by Wall St. Rank hold SD as of Q2 2025.

  • Private Client Services reported no remaining SandRidge Energy position as of Q2 2025 after selling out during the quarter.
  • Private Client Services sold 88,512 SandRidge Energy shares in Q2 2025, an estimated $1.01M.
  • Private Client Services first reported a position in SandRidge Energy in Q1 2024 and held it in 5 quarters.
  • Private Client Services's SandRidge Energy position peaked at $1.18M in Q4 2024.
  • 154 funds tracked by Wall St. Rank held SandRidge Energy as of Q2 2025.

Based on Private Client Services's 13F filing for Q2 2025, filed 1 Jul 2025.