Mark Sheptoff Financial Planning’s Ryan Specialty Holdings RYAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Sell |
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|
2025
Q2 | $2M | Sell |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.49M | Buy |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.37M | Hold |
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|
2021
Q3 | $1.15M | Buy |
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