Waterloo Capital’s Ryan Specialty Holdings RYAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
9,319
-270
| -3% | -$18.4K | 0.05% | 234 |
|
|
2025
Q1 | $708K | Hold |
9,589
| – | – | 0.07% | 206 |
|
|
2024
Q4 | $615K | Buy |
9,589
+3,061
| +47% | +$196K | 0.06% | 206 |
|
|
2024
Q3 | $433K | Buy |
6,528
+465
| +8% | +$30.9K | 0.05% | 263 |
|
|
2024
Q2 | $351K | Hold |
6,063
| – | – | 0.04% | 271 |
|
|
2024
Q1 | $336K | Sell |
6,063
-2
| -0% | -$111 | 0.04% | 272 |
|
|
2023
Q4 | $261K | Sell |
6,065
-2,987
| -33% | -$129K | 0.04% | 317 |
|
|
2023
Q3 | $438K | Sell |
9,052
-2,686
| -23% | -$130K | 0.13% | 109 |
|
|
2023
Q2 | $527K | Sell |
11,738
-5
| -0% | -$224 | 0.16% | 85 |
|
|
2023
Q1 | $473K | Buy |
+11,743
| New | +$473K | 0.15% | 90 |
|