SWA
SOA Wealth Advisors’s Ring Energy REI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6 | Hold |
8
| – | – | ﹤0.01% | 876 |
|
|
2025
Q1 | $9 | Hold |
8
| – | – | ﹤0.01% | 878 |
|
|
2024
Q4 | $11 | Hold |
8
| – | – | ﹤0.01% | 871 |
|
|
2024
Q3 | $13 | Hold |
8
| – | – | ﹤0.01% | 835 |
|
|
2024
Q2 | $14 | Hold |
8
| – | – | ﹤0.01% | 848 |
|
|
2024
Q1 | $16 | Hold |
8
| – | – | ﹤0.01% | 901 |
|
|
2023
Q4 | $12 | Hold |
8
| – | – | ﹤0.01% | 904 |
|
|
2023
Q3 | $16 | Hold |
8
| – | – | ﹤0.01% | 933 |
|
|
2023
Q2 | $14 | Hold |
8
| – | – | ﹤0.01% | 931 |
|
|
2023
Q1 | $15 | Hold |
8
| – | – | ﹤0.01% | 961 |
|
|
2022
Q4 | $20 | Hold |
8
| – | – | ﹤0.01% | 964 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 965 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 995 |
|
|
2022
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 992 |
|
|
2021
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 967 |
|
|
2021
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 976 |
|
|
2021
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 955 |
|