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Root Financial Partners’s SandRidge Energy SD Stock Holding History

Root Financial Partners’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 		– Sell
-35
Closed -$571 – 2666
2026
Q1 		$571 Buy
+35
New +$567 ﹤0.01% 2823

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FFM
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B
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ETC
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Wealth Enhancement Advisory Services
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NLP
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BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Root Financial Partners's SD Position: Q2 2026 in Review

Root Financial Partners sold out of SandRidge Energy (SD) in Q2 2026, closing a stake of 35 shares — an estimated $571 sold.

Root Financial Partners first reported a position in SD in Q1 2026 and held it in 1 quarter. The position peaked at $571 in Q1 2026. 35 funds tracked by Wall St. Rank hold SD as of Q2 2026.

  • Root Financial Partners reported no remaining SandRidge Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 35 SandRidge Energy shares in Q2 2026, an estimated $571.
  • Root Financial Partners first reported a position in SandRidge Energy in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's SandRidge Energy position peaked at $571 in Q1 2026.
  • 35 funds tracked by Wall St. Rank held SandRidge Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.