Wellspring Financial Advisors’s Rayonier Advanced Materials RYAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
139,950
+16,429
| +13% | +$63.3K | 0.05% | 83 |
|
|
2025
Q1 | $710K | Hold |
123,521
| – | – | 0.08% | 65 |
|
|
2024
Q4 | $1.02M | Hold |
123,521
| – | – | 0.11% | 59 |
|
|
2024
Q3 | $1.06M | Hold |
123,521
| – | – | 0.13% | 54 |
|
|
2024
Q2 | $672K | Buy |
123,521
+27,316
| +28% | +$149K | 0.09% | 69 |
|
|
2024
Q1 | $460K | Hold |
96,205
| – | – | 0.07% | 75 |
|
|
2023
Q4 | $390K | Hold |
96,205
| – | – | 0.1% | 83 |
|
|
2023
Q3 | $341K | Hold |
96,205
| – | – | 0.1% | 79 |
|
|
2023
Q2 | $412K | Buy |
96,205
+22,116
| +30% | +$94.7K | 0.12% | 64 |
|
|
2023
Q1 | $465K | Hold |
74,089
| – | – | 0.14% | 64 |
|
|
2022
Q4 | $711K | Hold |
74,089
| – | – | 0.24% | 55 |
|
|
2022
Q3 | $233K | Hold |
74,089
| – | – | 0.09% | 75 |
|
|
2022
Q2 | $194K | Buy |
74,089
+15,252
| +26% | +$39.9K | 0.07% | 83 |
|
|
2022
Q1 | $387K | Hold |
58,837
| – | – | 0.11% | 63 |
|
|
2021
Q4 | $336K | Hold |
58,837
| – | – | 0.09% | 70 |
|
|
2021
Q3 | $441K | Hold |
58,837
| – | – | 0.13% | 58 |
|
|
2021
Q2 | $394K | Buy |
58,837
+30,758
| +110% | +$206K | 0.12% | 59 |
|
|
2021
Q1 | $30K | Sell |
28,079
-13,258
| -32% | -$14.2K | 0.01% | 88 |
|
|
2020
Q4 | $270K | Hold |
41,337
| – | – | 0.09% | 74 |
|
|
2020
Q3 | $132K | Hold |
41,337
| – | – | 0.05% | 87 |
|
|
2020
Q2 | $116K | Buy |
41,337
+13,258
| +47% | +$37.2K | 0.05% | 87 |
|
|
2020
Q1 | $30K | Buy |
+28,079
| New | +$30K | 0.01% | 88 |
|