EverSource Wealth Advisors’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
Q2 | $17.7K | Buy |
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|
2025
Q1 | $1.71K | Buy |
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|
2024
Q4 | $375 | Buy |
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|
2024
Q3 | $437 | Hold |
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|
2024
Q2 | $538 | Sell |
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|
2024
Q1 | $4.99K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.81K | Buy |
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|
2023
Q2 | $3.99K | Sell |
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|
2023
Q1 | $5.41K | Buy |
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|
2022
Q4 | $2.49K | Sell |
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|
2022
Q3 | $3K | Buy |
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