IFP Advisors’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 | – | Hold |
0
| – | -$2.14K | – | 4341 |
|
|
2025
Q1 | – | Hold |
0
| – | -$1.86K | – | 3123 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3129 |
|
|
2023
Q1 | – | Sell |
-63
| Closed | -$16K | – | 4250 |
|
|
2022
Q4 | $16K | Buy |
63
+51
| +425% | +$13K | ﹤0.01% | 3079 |
|
|
2022
Q3 | $14K | Sell |
12
-2
| -14% | -$2.33K | ﹤0.01% | 3410 |
|
|
2022
Q2 | $14K | Hold |
14
| – | – | ﹤0.01% | 3163 |
|
|
2022
Q1 | $14K | Buy |
+14
| New | +$14K | ﹤0.01% | 3163 |
|