HBK Sorce Advisory’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 | $300K | Sell |
4,408
-136
| -3% | -$9.25K | 0.01% | 456 |
|
|
2025
Q1 | $336K | Buy |
4,544
+37
| +0.8% | +$2.73K | 0.01% | 423 |
|
|
2024
Q4 | $289K | Sell |
4,507
-576
| -11% | -$37K | 0.01% | 459 |
|
|
2024
Q3 | $337K | Sell |
5,083
-192
| -4% | -$12.7K | 0.01% | 421 |
|
|
2024
Q2 | $305K | Sell |
5,275
-510
| -9% | -$29.5K | 0.01% | 430 |
|
|
2024
Q1 | $321K | Sell |
5,785
-519
| -8% | -$28.8K | 0.01% | 431 |
|
|
2023
Q4 | $271K | Sell |
6,304
-854
| -12% | -$36.7K | 0.01% | 437 |
|
|
2023
Q3 | $346K | Buy |
7,158
+794
| +12% | +$38.4K | 0.02% | 378 |
|
|
2023
Q2 | $286K | Sell |
6,364
-94
| -1% | -$4.22K | 0.01% | 445 |
|
|
2023
Q1 | $260K | Sell |
6,458
-5,542
| -46% | -$223K | 0.01% | 464 |
|
|
2022
Q4 | $12K | Buy |
+12,000
| New | +$12K | ﹤0.01% | 790 |
|
|
2022
Q3 | – | Sell |
-14,435
| Closed | -$566K | – | 633 |
|
|
2022
Q2 | $566K | Buy |
14,435
+2,276
| +19% | +$89.2K | 0.04% | 223 |
|
|
2022
Q1 | $472K | Buy |
12,159
+1,296
| +12% | +$50.3K | 0.03% | 313 |
|
|
2021
Q4 | $438K | Buy |
10,863
+347
| +3% | +$14K | 0.02% | 357 |
|
|
2021
Q3 | $356K | Buy |
+10,516
| New | +$356K | 0.02% | 396 |
|