B. Riley Financial’s Cadiz CDZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-121,537
| Closed | -$363K | – | 31 |
|
|
2025
Q2 | $363K | Hold |
121,537
| – | – | 0.41% | 21 |
|
|
2025
Q1 | $356K | Sell |
121,537
-1,612,435
| -93% | -$7.09M | 0.45% | 12 |
|
|
2024
Q4 | $9.02M | Buy |
1,733,972
+1,546,554
| +825% | +$5.57M | 7.54% | 3 |
|
|
2024
Q3 | $568K | Buy |
187,418
+104,400
| +126% | +$340K | 0.38% | 8 |
|
|
2024
Q2 | $257K | Buy |
+83,018
| New | +$226K | 0.21% | 11 |
|
|
2024
Q1 | – | Sell |
-1,083,093
| Closed | -$3.03M | – | 18 |
|
|
2023
Q4 | $3.03M | Sell |
1,083,093
-262,731
| -20% | -$792K | 1.93% | 7 |
|
|
2023
Q3 | $4.45M | Buy |
1,345,824
+980,898
| +269% | +$3.76M | 1.5% | 11 |
|
|
2023
Q2 | $1.48M | Buy |
+364,926
| New | +$1.61M | 0.38% | 15 |
|
|
2022
Q3 | – | Sell |
-400,000
| Closed | -$932K | – | 80 |
|
|
2022
Q2 | $932K | Sell |
400,000
-394,723
| -50% | -$822K | 0.21% | 29 |
|
|
2022
Q1 | $1.65M | Buy |
+794,723
| New | +$2M | 0.28% | 24 |
|
|
2021
Q3 | – | Sell |
-150,252
| Closed | -$2.04M | – | 41 |
|
|
2021
Q2 | $2.04M | Buy |
+150,252
| New | +$1.8M | 0.27% | 19 |
|
|
2018
Q2 | – | Sell |
-10,000
| Closed | -$135K | – | 323 |
|
|
2018
Q1 | $135K | Buy |
+10,000
| New | +$141K | 0.04% | 273 |
|
|
2017
Q3 | – | Sell |
-84,042
| Closed | -$1.14M | – | 312 |
|
|
2017
Q2 | $1.14M | Sell |
84,042
-69,313
| -45% | -$1.03M | 0.31% | 80 |
|
|
2017
Q1 | $2.31M | Sell |
153,355
-84,780
| -36% | -$1.18M | 1.16% | 23 |
|
|
2016
Q4 | $2.98M | Buy |
+238,135
| New | +$2.14M | 1.99% | 10 |
|
|
2016
Q3 | – | Sell |
-18,491
| Closed | -$109K | – | 149 |
|
|
2016
Q2 | $109K | Buy |
+18,491
| New | +$107K | 0.06% | 131 |
|
Other funds holding CDZI
WCM
LCS
GC