Dopkins Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-24,735	Closed	-$1.28M	–	94
2025 Q4	$1.28M	Hold	24,735	–	–	0.52%	35
2025 Q3	$1.39M	Hold	24,735	–	–	0.59%	35
2025 Q2	$1.68M	Hold	24,735	–	–	0.75%	31
2025 Q1	$1.83M	Sell	24,735 -1,398	-5%	-$95K	0.93%	27
2024 Q4	$1.68M	Buy	26,133 +20	+0.1%	+$1.39K	0.85%	25
2024 Q3	$1.73M	Sell	26,113 -1,265	-5%	-$79K	1.4%	15
2024 Q2	$1.59M	Sell	27,378 -3,374	-11%	-$180K	0.96%	18
2024 Q1	$1.71M	Hold	30,752	–	–	1.03%	16
2023 Q4	$1.32M	Hold	30,752	–	–	1.03%	16
2023 Q3	$1.49M	Sell	30,752 -2,645	-8%	-$123K	1.13%	15
2023 Q2	$1.5M	Hold	33,397	–	–	1.34%	14
2023 Q1	$1.34M	Hold	33,397	–	–	1.26%	15
2022 Q4	$1.39M	Hold	33,397	–	–	1.22%	14
2022 Q3	$1.36M	Buy	+33,397	New	+$1.41M	1.52%	10