Charles Schwab’s Ring Energy REI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $106K | Buy |
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|
2025
Q2 | $76.7K | Sell |
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|
2025
Q1 | $534K | Buy |
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|
2024
Q4 | $631K | Buy |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $611K | Buy |
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|
2024
Q1 | $552K | Hold |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $584K | Sell |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $476K | Hold |
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|
2022
Q4 | $616K | Buy |
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|
2022
Q3 | $534K | Buy |
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|
2022
Q2 | $610K | Buy |
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|
2022
Q1 | $151K | Hold |
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|
2021
Q4 | $90K | Hold |
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|
2021
Q3 | $117K | Hold |
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|
2021
Q2 | $118K | Buy |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $15K | Sell |
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|
2020
Q2 | $309K | Sell |
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|
2020
Q1 | $245K | Buy |
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|
2019
Q4 | $966K | Buy |
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|
2019
Q3 | $566K | Buy |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $2M | Buy |
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|
2018
Q4 | $1.64M | Buy |
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|
2018
Q3 | $3.17M | Buy |
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|
2018
Q2 | $3.79M | Buy |
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|
2018
Q1 | $3.83M | Buy |
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|
2017
Q4 | $3.43M | Buy |
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|
2017
Q3 | $3.15M | Buy |
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|
2017
Q2 | $1.19M | Hold |
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|
2017
Q1 | $993K | Hold |
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|
2016
Q4 | $1.19M | Buy |
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|
2016
Q3 | $616K | Hold |
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|
2016
Q2 | $496K | Buy |
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|
2016
Q1 | $176K | Hold |
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|
2015
Q4 | $246K | Buy |
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|
2015
Q3 | $270K | Hold |
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|
2015
Q2 | $306K | Hold |
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|
2015
Q1 | $290K | Hold |
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|
2014
Q4 | $287K | Hold |
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|
2014
Q3 | $403K | Hold |
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|
2014
Q2 | $477K | Buy |
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