Mark Sheptoff Financial Planning’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 | $2M | Sell |
29,400
-100
| -0.3% | -$6.8K | 1.07% | 22 |
|
|
2025
Q1 | $2.18M | Sell |
29,500
-525
| -2% | -$38.8K | 1.2% | 20 |
|
|
2024
Q4 | $1.93M | Buy |
30,025
+400
| +1% | +$25.7K | 1.03% | 21 |
|
|
2024
Q3 | $1.97M | Buy |
29,625
+100
| +0.3% | +$6.64K | 1.05% | 21 |
|
|
2024
Q2 | $1.71M | Sell |
29,525
-302
| -1% | -$17.5K | 0.96% | 24 |
|
|
2024
Q1 | $1.66M | Buy |
29,827
+2
| +0% | +$111 | 0.92% | 24 |
|
|
2023
Q4 | $1.28M | Sell |
29,825
-400
| -1% | -$17.2K | 0.77% | 24 |
|
|
2023
Q3 | $1.46M | Sell |
30,225
-200
| -0.7% | -$9.68K | 0.94% | 23 |
|
|
2023
Q2 | $1.37M | Sell |
30,425
-1,900
| -6% | -$85.3K | 0.78% | 25 |
|
|
2023
Q1 | $1.3M | Sell |
32,325
-1,700
| -5% | -$68.4K | 0.76% | 26 |
|
|
2022
Q4 | $1.41M | Sell |
34,025
-2,700
| -7% | -$112K | 0.83% | 24 |
|
|
2022
Q3 | $1.49M | Buy |
36,725
+4,775
| +15% | +$194K | 0.91% | 22 |
|
|
2022
Q2 | $1.25M | Sell |
31,950
-1,600
| -5% | -$62.7K | 0.72% | 29 |
|
|
2022
Q1 | $1.3M | Sell |
33,550
-500
| -1% | -$19.4K | 0.65% | 30 |
|
|
2021
Q4 | $1.37M | Hold |
34,050
| – | – | 0.66% | 32 |
|
|
2021
Q3 | $1.15M | Buy |
+34,050
| New | +$1.15M | 0.63% | 31 |
|