Forum Financial Management, LP's ownership history for SD


Forum Financial Management, LP currently holds 25.0K shares with a market value of $342.5K. It started holding SD on 2024-09-30. At its peak, it held 32.2K shares on 2024-09-30. Its highest holding value was $412.6K on 2025-12-31. At its lowest, it held 25.0K shares on 2026-03-31, with a value of $309.4K on 2025-06-30. In the recent 180 days, Forum Financial Management, LP has decreased its shares by 3.6K. In the recent year, Forum Financial Management, LP has decreased its shares by 3.6K.


Forum Financial Management, LP's ownership history for SD