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SOA Wealth Advisors’s Ring Energy REI Stock Holding History

SOA Wealth Advisors’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8
Closed -$6 – 920
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% 963
2022
Q2 		$0 Hold
8
– – ﹤0.01% 993
2022
Q1 		$0 Hold
8
– – ﹤0.01% 989
2021
Q4 		$0 Hold
8
– – ﹤0.01% 966
2021
Q3 		$0 Hold
8
– – ﹤0.01% 973
2021
Q2 		$0 Buy
+8
New +$19 ﹤0.01% 952

Other funds holding REI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SOA Wealth Advisors's REI Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Ring Energy (REI) in Q3 2025, closing a stake of 8 shares — an estimated $6 sold.

SOA Wealth Advisors first reported a position in REI in Q2 2021 and held it in 17 quarters. The position peaked at $20 in Q4 2022. 113 funds tracked by Wall St. Rank hold REI as of Q3 2025.

  • SOA Wealth Advisors reported no remaining Ring Energy position as of Q3 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 8 Ring Energy shares in Q3 2025, an estimated $6.
  • SOA Wealth Advisors first reported a position in Ring Energy in Q2 2021 and held it in 17 quarters.
  • SOA Wealth Advisors's Ring Energy position peaked at $20 in Q4 2022.
  • 113 funds tracked by Wall St. Rank held Ring Energy as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.