Portside Wealth Group’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
$1.37M Sell
20,204
-2,341
-10% -$159K 0.2% 110
2025
Q1
$1.67M Sell
22,545
-29
-0.1% -$2.14K 0.27% 89
2024
Q4
$1.45M Sell
22,574
-12,227
-35% -$784K 0.24% 93
2024
Q3
$2.31M Sell
34,801
-835
-2% -$55.4K 0.39% 64
2024
Q2
$2.06M Sell
35,636
-8,019
-18% -$464K 0.39% 68
2024
Q1
$2.42M Buy
43,655
+2,089
+5% +$116K 0.45% 61
2023
Q4
$1.79M Buy
41,566
+4,044
+11% +$174K 0.33% 84
2023
Q3
$1.82M Sell
37,522
-762
-2% -$36.9K 0.34% 80
2023
Q2
$1.72M Buy
+38,284
New +$1.72M 0.32% 83