B. Riley Wealth Advisors’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
+76,786
| New | +$3.13M | 0.15% | 146 |
|
|
2024
Q4 | $2.48M | Buy |
66,783
+24,575
| +58% | +$911K | 0.08% | 242 |
|
|
2024
Q3 | $1.47M | Sell |
42,208
-12,063
| -22% | -$421K | 0.04% | 394 |
|
|
2024
Q2 | $1.83M | Buy |
54,271
+43,088
| +385% | +$1.46M | 0.05% | 369 |
|
|
2024
Q1 | $339K | Sell |
11,183
-8,851
| -44% | -$269K | 0.01% | 983 |
|
|
2023
Q4 | $622K | Buy |
20,034
+8,851
| +79% | +$275K | 0.02% | 710 |
|
|
2023
Q3 | $339K | Buy |
11,183
+2,133
| +24% | +$64.7K | 0.01% | 983 |
|
|
2023
Q2 | $291K | Buy |
9,050
+1,443
| +19% | +$46.4K | 0.01% | 1136 |
|
|
2023
Q1 | $278K | Buy |
7,607
+70
| +0.9% | +$2.56K | 0.01% | 1110 |
|
|
2022
Q4 | $259K | Buy |
7,537
+1,077
| +17% | +$37K | 0.01% | 1112 |
|
|
2022
Q3 | $227K | Sell |
6,460
-2,875
| -31% | -$101K | 0.01% | 1169 |
|
|
2022
Q2 | $389K | Sell |
9,335
-245
| -3% | -$10.2K | 0.02% | 759 |
|
|
2022
Q1 | $451K | Buy |
9,580
+798
| +9% | +$37.6K | 0.01% | 800 |
|
|
2021
Q4 | $429K | Buy |
8,782
+436
| +5% | +$21.3K | 0.01% | 900 |
|
|
2021
Q3 | $414K | Sell |
8,346
-266
| -3% | -$13.2K | 0.01% | 875 |
|
|
2021
Q2 | $401K | Sell |
8,612
-293
| -3% | -$13.6K | 0.01% | 880 |
|
|
2021
Q1 | $357K | Buy |
+8,905
| New | +$357K | 0.01% | 906 |
|
|
2015
Q1 | – | Sell |
-4,473
| Closed | -$116 | – | 591 |
|
|
2014
Q4 | $116 | Buy |
+4,473
| New | +$116 | ﹤0.01% | 1639 |
|
|
2014
Q3 | – | Sell |
-5,155
| Closed | -$133K | – | 671 |
|
|
2014
Q2 | $133K | Sell |
5,155
-392
| -7% | -$10.1K | 0.03% | 605 |
|
|
2014
Q1 | $139K | Buy |
5,547
+1,013
| +22% | +$25.4K | 0.04% | 517 |
|
|
2013
Q4 | $97K | Sell |
4,534
-791
| -15% | -$16.9K | 0.03% | 555 |
|
|
2013
Q3 | $106K | Buy |
5,325
+1,850
| +53% | +$36.8K | 0.04% | 528 |
|
|
2013
Q2 | $72K | Buy |
+3,475
| New | +$72K | 0.02% | 619 |
|