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