Oak Family 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
2023
Q1
Sell
-53,305
Closed -$2.21M 118
2022
Q4
$2.21M Buy
53,305
+12,114
+29% +$503K 1.18% 31
2022
Q3
$1.67M Sell
41,191
-36,428
-47% -$1.48M 0.89% 31
2022
Q2
$3.04M Sell
77,619
-1,363
-2% -$53.4K 1.53% 18
2022
Q1
$3.06M Buy
78,982
+27,151
+52% +$1.05M 1.2% 18
2021
Q4
$2.09M Buy
51,831
+19,595
+61% +$791K 0.78% 31
2021
Q3
$1.09M Buy
+32,236
New +$1.09M 0.4% 47