CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.4M | Buy |
462,320
+2,207
| +0.5% | +$150K | 0.07% | 225 |
|
|
2025
Q1 | $34M | Buy |
460,113
+445,035
| +2,952% | +$32.9M | 0.09% | 202 |
|
|
2024
Q4 | $967K | Buy |
15,078
+5,673
| +60% | +$364K | ﹤0.01% | 1253 |
|
|
2024
Q3 | $624K | Buy |
9,405
+798
| +9% | +$53K | ﹤0.01% | 1462 |
|
|
2024
Q2 | $498K | Buy |
8,607
+908
| +12% | +$52.6K | ﹤0.01% | 1502 |
|
|
2024
Q1 | $427K | Buy |
7,699
+540
| +8% | +$30K | ﹤0.01% | 1569 |
|
|
2023
Q4 | $308K | Sell |
7,159
-1,089
| -13% | -$46.8K | ﹤0.01% | 2094 |
|
|
2023
Q3 | $399K | Buy |
+8,248
| New | +$399K | ﹤0.01% | 1799 |
|
|
2022
Q3 | – | Sell |
-2,218
| Closed | -$87K | – | 3669 |
|
|
2022
Q2 | $87K | Sell |
2,218
-1,225
| -36% | -$48.1K | ﹤0.01% | 2309 |
|
|
2022
Q1 | $134K | Sell |
3,443
-142
| -4% | -$5.53K | ﹤0.01% | 2043 |
|
|
2021
Q4 | $145K | Buy |
3,585
+236
| +7% | +$9.55K | ﹤0.01% | 1878 |
|
|
2021
Q3 | $113K | Buy |
+3,349
| New | +$113K | ﹤0.01% | 1977 |
|