Alliance Wealth Advisors (Utah)’s Ryan Specialty Holdings RYAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,281	Closed	-$354K	–	292
2025 Q3	$354K	Sell	6,281 -1,258	-17%	-$74.5K	0.08%	216
2025 Q2	$513K	Sell	7,539 -591	-7%	-$40.8K	0.12%	162
2025 Q1	$601K	Sell	8,130 -137	-2%	-$9.31K	0.16%	142
2024 Q4	$530K	Sell	8,267 -6,526	-44%	-$454K	0.14%	153
2024 Q3	$982K	Sell	14,793 -560	-4%	-$35K	0.26%	98
2024 Q2	$889K	Sell	15,353 -3,465	-18%	-$185K	0.26%	94
2024 Q1	$1.04M	Sell	18,818 -369	-2%	-$17.6K	0.31%	79
2023 Q4	$825K	Buy	19,187 +581	+3%	+$26.2K	0.28%	87
2023 Q3	$901K	Sell	18,606 -12	-0.1%	-$556	0.33%	72
2023 Q2	$836K	Sell	18,618 -209	-1%	-$8.8K	0.31%	81
2023 Q1	$758K	Buy	18,827 +386	+2%	+$15.9K	0.3%	82
2022 Q4	$765K	Buy	+18,441	New	+$754K	0.34%	74