Dopkins Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Hold |
24,735
| – | – | 0.75% | 31 |
|
|
2025
Q1 | $1.83M | Sell |
24,735
-1,398
| -5% | -$103K | 0.93% | 27 |
|
|
2024
Q4 | $1.68M | Buy |
26,133
+20
| +0.1% | +$1.28K | 0.85% | 25 |
|
|
2024
Q3 | $1.73M | Sell |
26,113
-1,265
| -5% | -$84K | 1.4% | 15 |
|
|
2024
Q2 | $1.59M | Sell |
27,378
-3,374
| -11% | -$195K | 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% | -$128K | 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 | +$1.36M | 1.52% | 10 |
|