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