Arkadios Wealth Advisors’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 | $16.4K | Sell |
20,683
-2,746
| -12% | -$2.18K | ﹤0.01% | 1235 |
|
2025
Q1 | $26.9K | Buy |
23,429
+11,579
| +98% | +$13.3K | ﹤0.01% | 1087 |
|
2024
Q4 | $16.1K | Sell |
11,850
-2,415
| -17% | -$3.28K | ﹤0.01% | 911 |
|
2024
Q3 | $22.8K | Sell |
14,265
-764
| -5% | -$1.22K | ﹤0.01% | 888 |
|
2024
Q2 | $25.4K | Buy |
15,029
+764
| +5% | +$1.29K | ﹤0.01% | 815 |
|
2024
Q1 | $28K | Buy |
14,265
+76
| +0.5% | +$149 | ﹤0.01% | 693 |
|
2023
Q4 | $20.7K | Buy |
14,189
+339
| +2% | +$495 | ﹤0.01% | 697 |
|
2023
Q3 | $27K | Hold |
13,850
| – | – | ﹤0.01% | 663 |
|
2023
Q2 | $23.7K | Buy |
13,850
+2,000
| +17% | +$3.42K | ﹤0.01% | 599 |
|
2023
Q1 | $22.5K | Buy |
+11,850
| New | +$22.5K | ﹤0.01% | 597 |
|