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