B. Riley Wealth Advisors’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
+5,911
| New | +$145K | 0.01% | 897 |
|
|
2024
Q1 | – | Sell |
-35,248
| Closed | -$1.01M | – | 1448 |
|
|
2023
Q4 | $1.01M | Buy |
+35,248
| New | +$1.01M | 0.03% | 522 |
|
|
2023
Q3 | – | Sell |
-7,993
| Closed | -$291K | – | 1455 |
|
|
2023
Q2 | $291K | Sell |
7,993
-2,205
| -22% | -$80.3K | 0.01% | 1135 |
|
|
2023
Q1 | $342K | Buy |
+10,198
| New | +$342K | 0.01% | 1000 |
|