Carson Wealth (CWM LLC)’s Riley Exploration Permian REPX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33K | Sell |
1,249
-2,972
| -70% | -$78.5K | ﹤0.01% | 3593 |
|
2025
Q1 | $123K | Buy |
4,221
+486
| +13% | +$14.2K | ﹤0.01% | 2250 |
|
2024
Q4 | $119K | Buy |
3,735
+1,058
| +40% | +$33.7K | ﹤0.01% | 2173 |
|
2024
Q3 | $71K | Buy |
2,677
+1,437
| +116% | +$38.1K | ﹤0.01% | 2426 |
|
2024
Q2 | $35K | Buy |
1,240
+1,144
| +1,192% | +$32.3K | ﹤0.01% | 2729 |
|
2024
Q1 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 3882 |
|