BRWA
B. Riley Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
+119,263
| New | +$5.64M | 0.26% | 76 |
|
|
2024
Q4 | $7.93M | Sell |
180,373
-21,150
| -10% | -$930K | 0.26% | 84 |
|
|
2024
Q3 | $7.96M | Sell |
201,523
-26,645
| -12% | -$1.05M | 0.22% | 99 |
|
|
2024
Q2 | $9.07M | Sell |
228,168
-28,747
| -11% | -$1.14M | 0.23% | 88 |
|
|
2024
Q1 | $7.03M | Buy |
256,915
+22,342
| +10% | +$612K | 0.19% | 118 |
|
|
2023
Q4 | $7.9M | Sell |
234,573
-22,342
| -9% | -$752K | 0.21% | 104 |
|
|
2023
Q3 | $7.03M | Sell |
256,915
-816,656
| -76% | -$22.4M | 0.19% | 118 |
|
|
2023
Q2 | $30.8M | Buy |
1,073,571
+794,280
| +284% | +$22.8M | 0.69% | 17 |
|
|
2023
Q1 | $7.99M | Buy |
279,291
+36,232
| +15% | +$1.04M | 0.21% | 103 |
|
|
2022
Q4 | $8.05M | Buy |
243,059
+21,616
| +10% | +$716K | 0.23% | 96 |
|
|
2022
Q3 | $6.69M | Buy |
221,443
+35,107
| +19% | +$1.06M | 0.2% | 104 |
|
|
2022
Q2 | $5.8M | Sell |
186,336
-19,256
| -9% | -$600K | 0.24% | 92 |
|
|
2022
Q1 | $8.48M | Buy |
205,592
+11,706
| +6% | +$483K | 0.28% | 74 |
|
|
2021
Q4 | $8.63M | Buy |
193,886
+8,001
| +4% | +$356K | 0.25% | 85 |
|
|
2021
Q3 | $7.89M | Buy |
185,885
+2,292
| +1% | +$97.3K | 0.25% | 81 |
|
|
2021
Q2 | $7.57M | Buy |
183,593
+24,407
| +15% | +$1.01M | 0.25% | 85 |
|
|
2021
Q1 | $6.16M | Buy |
159,186
+15,351
| +11% | +$594K | 0.22% | 104 |
|
|
2020
Q4 | $4.36M | Sell |
143,835
-48,500
| -25% | -$1.47M | 0.23% | 99 |
|
|
2020
Q3 | $4.64M | Sell |
192,335
-7,742
| -4% | -$187K | 0.25% | 96 |
|
|
2020
Q2 | $4.75M | Buy |
200,077
+9,835
| +5% | +$234K | 0.32% | 80 |
|
|
2020
Q1 | $4.04M | Buy |
190,242
+51,070
| +37% | +$1.08M | 0.34% | 67 |
|
|
2019
Q4 | $4.9M | Buy |
139,172
+24,251
| +21% | +$854K | 0.42% | 52 |
|
|
2019
Q3 | $3.35M | Buy |
114,921
+3,730
| +3% | +$109K | 0.33% | 65 |
|
|
2019
Q2 | $3.23M | Buy |
111,191
+7,092
| +7% | +$206K | 0.35% | 58 |
|
|
2019
Q1 | $2.87M | Buy |
104,099
+4,279
| +4% | +$118K | 0.36% | 55 |
|
|
2018
Q4 | $2.46M | Sell |
99,820
-23,532
| -19% | -$580K | 0.35% | 59 |
|
|
2018
Q3 | $3.64M | Sell |
123,352
-1,630
| -1% | -$48K | 0.43% | 55 |
|
|
2018
Q2 | $3.53M | Sell |
124,982
-3,125
| -2% | -$88.1K | 0.47% | 50 |
|
|
2018
Q1 | $3.84M | Buy |
128,107
+4,118
| +3% | +$124K | 0.54% | 37 |
|
|
2017
Q4 | $3.66M | Buy |
123,989
+3,944
| +3% | +$116K | 0.49% | 46 |
|
|
2017
Q3 | $3.04M | Buy |
120,045
+769
| +0.6% | +$19.5K | 0.51% | 44 |
|
|
2017
Q2 | $2.89M | Buy |
119,276
+3,239
| +3% | +$78.6K | 0.52% | 46 |
|
|
2017
Q1 | $2.74M | Buy |
116,037
+4,192
| +4% | +$99K | 0.55% | 44 |
|
|
2016
Q4 | $2.47M | Sell |
111,845
-10,797
| -9% | -$239K | 0.5% | 48 |
|
|
2016
Q3 | $1.92M | Sell |
122,642
-6,724
| -5% | -$105K | 0.38% | 57 |
|
|
2016
Q2 | $1.72M | Sell |
129,366
-4,210
| -3% | -$55.9K | 0.34% | 59 |
|
|
2016
Q1 | $1.81M | Buy |
133,576
+40,863
| +44% | +$552K | 0.42% | 57 |
|
|
2015
Q4 | $1.56M | Sell |
92,713
-71,108
| -43% | -$1.2M | 0.32% | 80 |
|
|
2015
Q3 | $2.55M | Buy |
163,821
+58,774
| +56% | +$916K | 0.61% | 28 |
|
|
2015
Q2 | $1.79M | Sell |
105,047
-17,034
| -14% | -$290K | 0.44% | 46 |
|
|
2015
Q1 | $1.88M | Buy |
122,081
+33,240
| +37% | +$512K | 0.46% | 45 |
|
|
2014
Q4 | $22K | Buy |
88,841
+2,794
| +3% | +$692 | 0.47% | 27 |
|
|
2014
Q3 | $1.43M | Sell |
86,047
-66,231
| -43% | -$1.1M | 0.37% | 57 |
|
|
2014
Q2 | $1.21M | Buy |
152,278
+77,192
| +103% | +$615K | 0.28% | 66 |
|
|
2014
Q1 | $1.29M | Sell |
75,086
-3,635
| -5% | -$62.5K | 0.39% | 51 |
|
|
2013
Q4 | $1.23M | Buy |
78,721
+6,704
| +9% | +$104K | 0.39% | 53 |
|
|
2013
Q3 | $994K | Sell |
72,017
-2,973
| -4% | -$41K | 0.34% | 64 |
|
|
2013
Q2 | $964K | Buy |
+74,990
| New | +$964K | 0.33% | 63 |
|