XWM
Xcel Wealth Management’s Rayonier RYN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,879
| Closed | -$526K | – | 133 |
|
|
2025
Q1 | $526K | Sell |
18,879
-2,671
| -12% | -$74.5K | 0.16% | 87 |
|
|
2024
Q4 | $562K | Sell |
21,550
-1,500
| -7% | -$39.2K | 0.16% | 82 |
|
|
2024
Q3 | $742K | Sell |
23,050
-550
| -2% | -$17.7K | 0.22% | 70 |
|
|
2024
Q2 | $687K | Sell |
23,600
-2,000
| -8% | -$58.2K | 0.22% | 70 |
|
|
2024
Q1 | $851K | Hold |
25,600
| – | – | 0.27% | 64 |
|
|
2023
Q4 | $855K | Sell |
25,600
-1,600
| -6% | -$53.5K | 0.3% | 57 |
|
|
2023
Q3 | $774K | Sell |
27,200
-100
| -0.4% | -$2.85K | 0.31% | 61 |
|
|
2023
Q2 | $857K | Hold |
27,300
| – | – | 0.27% | 68 |
|
|
2023
Q1 | $908K | Hold |
27,300
| – | – | 0.32% | 61 |
|
|
2022
Q4 | $900K | Sell |
27,300
-15,050
| -36% | -$496K | 0.35% | 59 |
|
|
2022
Q3 | $1.27M | Sell |
42,350
-13,240
| -24% | -$397K | 0.47% | 51 |
|
|
2022
Q2 | $2.08M | Sell |
55,590
-2,125
| -4% | -$79.4K | 0.76% | 39 |
|
|
2022
Q1 | $2.37M | Sell |
57,715
-3,500
| -6% | -$144K | 0.65% | 48 |
|
|
2021
Q4 | $2.47M | Sell |
61,215
-4,575
| -7% | -$185K | 0.64% | 48 |
|
|
2021
Q3 | $2.35M | Hold |
65,790
| – | – | 0.68% | 44 |
|
|
2021
Q2 | $2.36M | Buy |
65,790
+55,690
| +551% | +$2M | 0.71% | 40 |
|
|
2021
Q1 | $326K | Hold |
10,100
| – | – | 0.12% | 104 |
|
|
2020
Q4 | $296K | Hold |
10,100
| – | – | 0.13% | 102 |
|
|
2020
Q3 | $267K | Hold |
10,100
| – | – | 0.14% | 95 |
|
|
2020
Q2 | $250K | Hold |
10,100
| – | – | 0.16% | 88 |
|
|
2020
Q1 | $237K | Hold |
10,100
| – | – | 0.21% | 72 |
|
|
2019
Q4 | $330K | Hold |
10,100
| – | – | 0.27% | 57 |
|
|
2019
Q3 | $284K | Hold |
10,100
| – | – | 0.26% | 57 |
|
|
2019
Q2 | $306K | Buy |
10,100
+900
| +10% | +$27.3K | 0.3% | 62 |
|
|
2019
Q1 | $289K | Hold |
9,200
| – | – | 0.3% | 64 |
|
|
2018
Q4 | $254K | Buy |
+9,200
| New | +$254K | 0.31% | 55 |
|