B. Riley Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $362K | Sell |
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|
2025
Q2 | $425K | Buy |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q3 | $466K | Sell |
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|
2024
Q2 | $518K | Sell |
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|
2024
Q1 | $859K | Buy |
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|
2023
Q4 | $683K | Sell |
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|
2023
Q3 | $859K | Buy |
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|
2023
Q2 | $711K | Buy |
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|
2023
Q1 | $615K | Buy |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $587K | Sell |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | $629K | Sell |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $872K | Sell |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | $980K | Sell |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $829K | Sell |
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|
2019
Q3 | $1.3M | Buy |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $714K | Buy |
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|
2018
Q4 | $455K | Sell |
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|
2018
Q3 | $635K | Sell |
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|
2018
Q2 | $565K | Sell |
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|
2018
Q1 | $561K | Sell |
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|
2017
Q4 | $464K | Hold |
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|
2017
Q3 | $415K | Sell |
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|
2017
Q2 | $397K | Sell |
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|
2017
Q1 | $368K | Sell |
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|
2016
Q4 | $362K | Buy |
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|
2016
Q3 | $366K | Sell |
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|
2016
Q2 | $354K | Hold |
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|
2016
Q1 | $320K | Buy |
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|
2015
Q4 | $290K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $49 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $48.1K | Buy |
|