GeoWealth Management’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	-3,001	Closed	-$4.08K	–	1647
2024 Q4	$4.08K	Buy	3,001 +1,361	+83%	+$1.85K	﹤0.01%	1571
2024 Q3	$2.63K	Sell	1,640 -9,635	-85%	-$15.4K	﹤0.01%	1533
2024 Q2	$19.1K	Buy	+11,275	New	+$19.1K	﹤0.01%	840