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Venturi Wealth Management’s SandRidge Energy SD Stock Holding History

Venturi Wealth 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
2024
Q4 		– Sell
-638
Closed -$7.8K – 2035
2024
Q3 		$7.8K Buy
+638
New +$8.15K ﹤0.01% 1257

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FWSM
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RA
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Venturi Wealth Management's SD Position: Q4 2024 in Review

Venturi Wealth Management sold out of SandRidge Energy (SD) in Q4 2024, closing a stake of 638 shares — an estimated $7.8K sold.

Venturi Wealth Management first reported a position in SD in Q3 2024 and held it in 1 quarter. The position peaked at $7.8K in Q3 2024. 162 funds tracked by Wall St. Rank hold SD as of Q4 2024.

  • Venturi Wealth Management reported no remaining SandRidge Energy position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 638 SandRidge Energy shares in Q4 2024, an estimated $7.8K.
  • Venturi Wealth Management first reported a position in SandRidge Energy in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's SandRidge Energy position peaked at $7.8K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held SandRidge Energy as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.