Creative Planning’s Ring Energy REI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,786
| Closed | -$16K | – | 3646 |
|
|
2024
Q4 | $16K | Sell |
11,786
-106,353
| -90% | -$145K | ﹤0.01% | 3341 |
|
|
2024
Q3 | $189K | Buy |
118,139
+51,429
| +77% | +$82.3K | ﹤0.01% | 2859 |
|
|
2024
Q2 | $113K | Buy |
66,710
+24,128
| +57% | +$40.8K | ﹤0.01% | 2805 |
|
|
2024
Q1 | $83.5K | Sell |
42,582
-10,890
| -20% | -$21.3K | ﹤0.01% | 2714 |
|
|
2023
Q4 | $78.1K | Buy |
53,472
+3,437
| +7% | +$5.02K | ﹤0.01% | 2586 |
|
|
2023
Q3 | $97.6K | Buy |
50,035
+449
| +0.9% | +$876 | ﹤0.01% | 2389 |
|
|
2023
Q2 | $84.8K | Buy |
49,586
+24,719
| +99% | +$42.3K | ﹤0.01% | 2359 |
|
|
2023
Q1 | $47.2K | Buy |
+24,867
| New | +$47.2K | ﹤0.01% | 2325 |
|
|
2019
Q2 | – | Sell |
-18,150
| Closed | -$107K | – | 1947 |
|
|
2019
Q1 | $107K | Buy |
+18,150
| New | +$107K | ﹤0.01% | 1681 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$7K | – | 3221 |
|
|
2017
Q2 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 3789 |
|
|
2017
Q1 | – | Sell |
-600
| Closed | -$8K | – | 4646 |
|
|
2016
Q4 | $8K | Buy |
+600
| New | +$8K | ﹤0.01% | 3638 |
|