Ullmann Wealth Partners Group’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 | $35K | Buy |
44,028
+15,330
| +53% | +$12.2K | ﹤0.01% | 145 |
|
2025
Q1 | $33K | Buy |
28,698
+13,996
| +95% | +$16.1K | ﹤0.01% | 136 |
|
2024
Q4 | $20K | Sell |
14,702
-5,767
| -28% | -$7.84K | ﹤0.01% | 136 |
|
2024
Q3 | $32.8K | Buy |
20,469
+7,583
| +59% | +$12.1K | ﹤0.01% | 130 |
|
2024
Q2 | $21.8K | Buy |
12,886
+675
| +6% | +$1.14K | ﹤0.01% | 108 |
|
2024
Q1 | $23.9K | Buy |
+12,211
| New | +$23.9K | ﹤0.01% | 113 |
|