B. Riley Wealth Advisors’s Ryan Specialty Holdings RYAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,227
| Closed | -$398K | – | 1576 |
|
|
2024
Q1 | $398K | Sell |
8,227
-11
| -0.1% | -$532 | 0.01% | 907 |
|
|
2023
Q4 | $354K | Buy |
8,238
+11
| +0.1% | +$473 | 0.01% | 977 |
|
|
2023
Q3 | $398K | Buy |
8,227
+24
| +0.3% | +$1.16K | 0.01% | 907 |
|
|
2023
Q2 | $368K | Buy |
8,203
+12
| +0.1% | +$539 | 0.01% | 1017 |
|
|
2023
Q1 | $330K | Buy |
8,191
+41
| +0.5% | +$1.65K | 0.01% | 1019 |
|
|
2022
Q4 | $338K | Hold |
8,150
| – | – | 0.01% | 979 |
|
|
2022
Q3 | $332K | Sell |
8,150
-1,200
| -13% | -$48.9K | 0.01% | 947 |
|
|
2022
Q2 | $367K | Sell |
9,350
-501
| -5% | -$19.7K | 0.02% | 788 |
|
|
2022
Q1 | $383K | Hold |
9,851
| – | – | 0.01% | 906 |
|
|
2021
Q4 | $398K | Sell |
9,851
-350
| -3% | -$14.1K | 0.01% | 936 |
|
|
2021
Q3 | $346K | Buy |
+10,201
| New | +$346K | 0.01% | 967 |
|