B. Riley Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
+1,751
| New | +$425K | 0.02% | 577 |
|
|
2024
Q4 | $504K | Buy |
2,222
+61
| +3% | +$13.8K | 0.02% | 693 |
|
|
2024
Q3 | $466K | Sell |
2,161
-456
| -17% | -$98.4K | 0.01% | 766 |
|
|
2024
Q2 | $518K | Sell |
2,617
-2,160
| -45% | -$427K | 0.01% | 801 |
|
|
2024
Q1 | $859K | Buy |
4,777
+1,469
| +44% | +$264K | 0.02% | 575 |
|
|
2023
Q4 | $683K | Sell |
3,308
-1,469
| -31% | -$303K | 0.02% | 669 |
|
|
2023
Q3 | $859K | Buy |
4,777
+506
| +12% | +$91K | 0.02% | 575 |
|
|
2023
Q2 | $711K | Buy |
4,271
+95
| +2% | +$15.8K | 0.02% | 697 |
|
|
2023
Q1 | $615K | Buy |
4,176
+1,377
| +49% | +$203K | 0.02% | 725 |
|
|
2022
Q4 | $377K | Sell |
2,799
-1,254
| -31% | -$169K | 0.01% | 919 |
|
|
2022
Q3 | $587K | Sell |
4,053
-184
| -4% | -$26.6K | 0.02% | 685 |
|
|
2022
Q2 | $606K | Buy |
4,237
+204
| +5% | +$29.2K | 0.03% | 581 |
|
|
2022
Q1 | $629K | Sell |
4,033
-4,110
| -50% | -$641K | 0.02% | 633 |
|
|
2021
Q4 | $1.49M | Buy |
8,143
+1,555
| +24% | +$284K | 0.04% | 425 |
|
|
2021
Q3 | $1.09M | Sell |
6,588
-83
| -1% | -$13.7K | 0.03% | 493 |
|
|
2021
Q2 | $1.06M | Sell |
6,671
-327
| -5% | -$52.1K | 0.03% | 495 |
|
|
2021
Q1 | $1.07M | Buy |
6,998
+1,313
| +23% | +$201K | 0.04% | 461 |
|
|
2020
Q4 | $872K | Sell |
5,685
-2,586
| -31% | -$397K | 0.05% | 368 |
|
|
2020
Q3 | $1.08M | Buy |
8,271
+507
| +7% | +$66.3K | 0.06% | 295 |
|
|
2020
Q2 | $980K | Sell |
7,764
-4,343
| -36% | -$548K | 0.07% | 282 |
|
|
2020
Q1 | $1.15M | Buy |
12,107
+5,405
| +81% | +$513K | 0.1% | 211 |
|
|
2019
Q4 | $829K | Sell |
6,702
-3,724
| -36% | -$461K | 0.07% | 271 |
|
|
2019
Q3 | $1.3M | Buy |
10,426
+883
| +9% | +$110K | 0.13% | 180 |
|
|
2019
Q2 | $1.22M | Buy |
9,543
+2,669
| +39% | +$341K | 0.13% | 165 |
|
|
2019
Q1 | $714K | Buy |
6,874
+2,167
| +46% | +$225K | 0.09% | 245 |
|
|
2018
Q4 | $455K | Sell |
4,707
-96
| -2% | -$9.28K | 0.06% | 328 |
|
|
2018
Q3 | $635K | Sell |
4,803
-98
| -2% | -$13K | 0.08% | 288 |
|
|
2018
Q2 | $565K | Sell |
4,901
-197
| -4% | -$22.7K | 0.07% | 291 |
|
|
2018
Q1 | $561K | Sell |
5,098
-17
| -0.3% | -$1.87K | 0.08% | 276 |
|
|
2017
Q4 | $464K | Hold |
5,115
| – | – | 0.06% | 329 |
|
|
2017
Q3 | $415K | Sell |
5,115
-113
| -2% | -$9.17K | 0.07% | 302 |
|
|
2017
Q2 | $397K | Sell |
5,228
-168
| -3% | -$12.8K | 0.07% | 302 |
|
|
2017
Q1 | $368K | Sell |
5,396
-30
| -0.6% | -$2.05K | 0.07% | 292 |
|
|
2016
Q4 | $362K | Buy |
5,426
+358
| +7% | +$23.9K | 0.07% | 304 |
|
|
2016
Q3 | $366K | Sell |
5,068
-335
| -6% | -$24.2K | 0.07% | 345 |
|
|
2016
Q2 | $354K | Hold |
5,403
| – | – | 0.07% | 346 |
|
|
2016
Q1 | $320K | Buy |
5,403
+40
| +0.7% | +$2.37K | 0.07% | 331 |
|
|
2015
Q4 | $290K | Buy |
+5,363
| New | +$290K | 0.06% | 373 |
|
|
2015
Q1 | – | Sell |
-1,066
| Closed | -$49 | – | 740 |
|
|
2014
Q4 | $49 | Buy |
+1,066
| New | +$49 | ﹤0.01% | 2097 |
|
|
2014
Q3 | – | Sell |
-1,155
| Closed | -$48.1K | – | 796 |
|
|
2014
Q2 | $48.1K | Buy |
+1,155
| New | +$48.1K | 0.01% | 1048 |
|