Allworth Financial’s Ring Energy REI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139 | Buy |
175
+50
| +40% | +$40 | ﹤0.01% | 4354 |
|
|
2025
Q1 | $113 | Buy |
+125
| New | +$113 | ﹤0.01% | 3939 |
|
|
2024
Q2 | – | Sell |
-5,000
| Closed | -$9.8K | – | 3777 |
|
|
2024
Q1 | $9.8K | Sell |
5,000
-284
| -5% | -$557 | ﹤0.01% | 2124 |
|
|
2023
Q4 | $7.72K | Sell |
5,284
-851
| -14% | -$1.24K | ﹤0.01% | 2086 |
|
|
2023
Q3 | $12K | Hold |
6,135
| – | – | ﹤0.01% | 1777 |
|
|
2023
Q2 | $10.5K | Buy |
6,135
+1,135
| +23% | +$1.94K | ﹤0.01% | 1846 |
|
|
2023
Q1 | $9.5K | Hold |
5,000
| – | – | ﹤0.01% | 1809 |
|
|
2022
Q4 | $12.3K | Buy |
+5,000
| New | +$12.3K | ﹤0.01% | 1623 |
|