CAPTRUST Financial 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 | $9.49K | Buy |
+11,955
| New | +$9.49K | ﹤0.01% | 2498 |
|
2024
Q1 | – | Sell |
-11,694
| Closed | -$17.1K | – | 2553 |
|
2023
Q4 | $17.1K | Buy |
+11,694
| New | +$17.1K | ﹤0.01% | 2624 |
|
2019
Q4 | – | Sell |
-751
| Closed | -$1K | – | 1620 |
|
2019
Q3 | $1K | Buy |
751
+5
| +0.7% | +$7 | ﹤0.01% | 1877 |
|
2019
Q2 | $2K | Hold |
746
| – | – | ﹤0.01% | 1814 |
|
2019
Q1 | $4K | Sell |
746
-452
| -38% | -$2.42K | ﹤0.01% | 1583 |
|
2018
Q4 | $6K | Buy |
+1,198
| New | +$6K | ﹤0.01% | 1309 |
|