Sequoia Financial Advisors’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 | $13.3K | Sell |
16,761
-5,885
| -26% | -$4.67K | ﹤0.01% | 1552 |
|
|
2025
Q1 | $26K | Sell |
22,646
-9,853
| -30% | -$11.3K | ﹤0.01% | 1344 |
|
|
2024
Q4 | $44.2K | Buy |
32,499
+16,558
| +104% | +$22.5K | ﹤0.01% | 1308 |
|
|
2024
Q3 | $25.5K | Hold |
15,941
| – | – | ﹤0.01% | 1268 |
|
|
2024
Q2 | $26.9K | Hold |
15,941
| – | – | ﹤0.01% | 1190 |
|
|
2024
Q1 | $31.2K | Sell |
15,941
-972
| -6% | -$1.91K | ﹤0.01% | 1137 |
|
|
2023
Q4 | $24.7K | Sell |
16,913
-489
| -3% | -$714 | ﹤0.01% | 1185 |
|
|
2023
Q3 | $33.9K | Hold |
17,402
| – | – | ﹤0.01% | 947 |
|
|
2023
Q2 | $29.8K | Buy |
17,402
+120
| +0.7% | +$205 | ﹤0.01% | 957 |
|
|
2023
Q1 | $32.8K | Buy |
17,282
+1,037
| +6% | +$1.97K | ﹤0.01% | 826 |
|
|
2022
Q4 | $40K | Buy |
+16,245
| New | +$40K | ﹤0.01% | 788 |
|