Patriot Financial Group Insurance Agency’s Ring Energy REI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3K | Sell |
38,210
-21,427
| -36% | -$17K | ﹤0.01% | 524 |
|
|
2025
Q1 | $68.6K | Sell |
59,637
-248
| -0.4% | -$285 | 0.01% | 478 |
|
|
2024
Q4 | $81.4K | Buy |
59,885
+1,600
| +3% | +$2.18K | 0.01% | 462 |
|
|
2024
Q3 | $93.3K | Sell |
58,285
-3,800
| -6% | -$6.08K | 0.01% | 482 |
|
|
2024
Q2 | $105K | Buy |
62,085
+3,425
| +6% | +$5.79K | 0.02% | 460 |
|
|
2024
Q1 | $115K | Buy |
58,660
+9,850
| +20% | +$19.3K | 0.02% | 463 |
|
|
2023
Q4 | $71.3K | Sell |
48,810
-650
| -1% | -$949 | 0.01% | 450 |
|
|
2023
Q3 | $96.4K | Buy |
49,460
+6,810
| +16% | +$13.3K | 0.02% | 440 |
|
|
2023
Q2 | $72.9K | Hold |
42,650
| – | – | 0.01% | 454 |
|
|
2023
Q1 | $81K | Sell |
42,650
-1,250
| -3% | -$2.38K | 0.02% | 444 |
|
|
2022
Q4 | $108K | Buy |
43,900
+12,050
| +38% | +$29.6K | 0.01% | 408 |
|
|
2022
Q3 | $74K | Hold |
31,850
| – | – | 0.02% | 386 |
|
|
2022
Q2 | $85K | Buy |
31,850
+1,750
| +6% | +$4.67K | 0.02% | 589 |
|
|
2022
Q1 | $115K | Sell |
30,100
-4,800
| -14% | -$18.3K | 0.02% | 544 |
|
|
2021
Q4 | $80K | Buy |
34,900
+15,150
| +77% | +$34.7K | 0.01% | 715 |
|
|
2021
Q3 | $58K | Buy |
19,750
+9,150
| +86% | +$26.9K | 0.01% | 823 |
|
|
2021
Q2 | $32K | Buy |
+10,600
| New | +$32K | 0.01% | 1000 |
|