Alliance Wealth Advisors (Utah)’s Ryan Specialty Holdings RYAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
7,539
-591
| -7% | -$40.2K | 0.12% | 162 |
|
|
2025
Q1 | $601K | Sell |
8,130
-137
| -2% | -$10.1K | 0.16% | 142 |
|
|
2024
Q4 | $530K | Sell |
8,267
-6,526
| -44% | -$419K | 0.14% | 153 |
|
|
2024
Q3 | $982K | Sell |
14,793
-560
| -4% | -$37.2K | 0.26% | 98 |
|
|
2024
Q2 | $889K | Sell |
15,353
-3,465
| -18% | -$201K | 0.26% | 94 |
|
|
2024
Q1 | $1.04M | Sell |
18,818
-369
| -2% | -$20.5K | 0.31% | 79 |
|
|
2023
Q4 | $825K | Buy |
19,187
+581
| +3% | +$25K | 0.28% | 87 |
|
|
2023
Q3 | $901K | Sell |
18,606
-12
| -0.1% | -$581 | 0.33% | 72 |
|
|
2023
Q2 | $836K | Sell |
18,618
-209
| -1% | -$9.38K | 0.31% | 81 |
|
|
2023
Q1 | $758K | Buy |
18,827
+386
| +2% | +$15.5K | 0.3% | 82 |
|
|
2022
Q4 | $765K | Buy |
+18,441
| New | +$765K | 0.34% | 74 |
|