Creative Planning’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
Q1 | – | Sell |
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|
2024
Q4 | $16K | Sell |
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|
2024
Q3 | $189K | Buy |
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|
2024
Q2 | $113K | Buy |
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|
2024
Q1 | $83.5K | Sell |
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|
2023
Q4 | $78.1K | Buy |
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|
2023
Q3 | $97.6K | Buy |
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|
2023
Q2 | $84.8K | Buy |
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|
2023
Q1 | $47.2K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $107K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $7K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $8K | Buy |
|