B. Riley Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.15M | Buy |
+41,084
| New | +$6.15M | 0.29% | 71 |
|
|
2024
Q4 | $10.2M | Sell |
59,310
-13,597
| -19% | -$2.34M | 0.34% | 62 |
|
|
2024
Q3 | $11.1M | Sell |
72,907
-12,259
| -14% | -$1.87M | 0.31% | 67 |
|
|
2024
Q2 | $10.5M | Buy |
85,166
+8,422
| +11% | +$1.04M | 0.27% | 78 |
|
|
2024
Q1 | $8.22M | Sell |
76,744
-559
| -0.7% | -$59.9K | 0.22% | 96 |
|
|
2023
Q4 | $10.1M | Buy |
77,303
+559
| +0.7% | +$73.2K | 0.27% | 71 |
|
|
2023
Q3 | $8.22M | Buy |
76,744
+3,722
| +5% | +$399K | 0.22% | 96 |
|
|
2023
Q2 | $6.79M | Buy |
73,022
+10,063
| +16% | +$936K | 0.15% | 141 |
|
|
2023
Q1 | $5.53M | Sell |
62,959
-7,453
| -11% | -$655K | 0.15% | 157 |
|
|
2022
Q4 | $5.22M | Sell |
70,412
-6,858
| -9% | -$509K | 0.15% | 160 |
|
|
2022
Q3 | $6.47M | Buy |
77,270
+15,989
| +26% | +$1.34M | 0.2% | 111 |
|
|
2022
Q2 | $5.59M | Sell |
61,281
-7,551
| -11% | -$689K | 0.24% | 93 |
|
|
2022
Q1 | $8.74M | Sell |
68,832
-879
| -1% | -$112K | 0.29% | 73 |
|
|
2021
Q4 | $9.02M | Buy |
69,711
+4,040
| +6% | +$523K | 0.26% | 81 |
|
|
2021
Q3 | $7.51M | Buy |
65,671
+7,203
| +12% | +$823K | 0.24% | 90 |
|
|
2021
Q2 | $5.52M | Sell |
58,468
-16,004
| -21% | -$1.51M | 0.18% | 132 |
|
|
2021
Q1 | $5.49M | Buy |
74,472
+26,911
| +57% | +$1.98M | 0.19% | 123 |
|
|
2020
Q4 | $3.08M | Sell |
47,561
-6,939
| -13% | -$450K | 0.16% | 139 |
|
|
2020
Q3 | $2.92M | Buy |
54,500
+10,761
| +25% | +$577K | 0.16% | 150 |
|
|
2020
Q2 | $2.48M | Sell |
43,739
-1,116
| -2% | -$63.2K | 0.17% | 142 |
|
|
2020
Q1 | $2.05M | Buy |
44,855
+17,276
| +63% | +$788K | 0.17% | 135 |
|
|
2019
Q4 | $1.54M | Buy |
27,579
+1,559
| +6% | +$87.2K | 0.13% | 178 |
|
|
2019
Q3 | $1.27M | Sell |
26,020
-152
| -0.6% | -$7.43K | 0.13% | 187 |
|
|
2019
Q2 | $1.16M | Sell |
26,172
-1,646
| -6% | -$73.1K | 0.13% | 180 |
|
|
2019
Q1 | $973K | Buy |
27,818
+3,775
| +16% | +$132K | 0.12% | 190 |
|
|
2018
Q4 | $717K | Sell |
24,043
-80
| -0.3% | -$2.39K | 0.1% | 216 |
|
|
2018
Q3 | $919K | Buy |
24,123
+1,039
| +5% | +$39.6K | 0.11% | 205 |
|
|
2018
Q2 | $743K | Sell |
23,084
-835
| -3% | -$26.9K | 0.1% | 225 |
|
|
2018
Q1 | $765K | Sell |
23,919
-17,827
| -43% | -$570K | 0.11% | 210 |
|
|
2017
Q4 | $1.34M | Buy |
41,746
+14,858
| +55% | +$476K | 0.18% | 139 |
|
|
2017
Q3 | $898K | Buy |
26,888
+4,487
| +20% | +$150K | 0.15% | 156 |
|
|
2017
Q2 | $748K | Buy |
22,401
+2,640
| +13% | +$88.2K | 0.14% | 189 |
|
|
2017
Q1 | $587K | Sell |
19,761
-6,208
| -24% | -$184K | 0.12% | 208 |
|
|
2016
Q4 | $702K | Sell |
25,969
-3,803
| -13% | -$103K | 0.14% | 174 |
|
|
2016
Q3 | $761K | Buy |
29,772
+3,384
| +13% | +$86.5K | 0.15% | 175 |
|
|
2016
Q2 | $648K | Buy |
26,388
+5,364
| +26% | +$132K | 0.13% | 199 |
|
|
2016
Q1 | $590K | Buy |
21,024
+1,811
| +9% | +$50.8K | 0.14% | 189 |
|
|
2015
Q4 | $562K | Sell |
19,213
-7,312
| -28% | -$214K | 0.11% | 215 |
|
|
2015
Q3 | $825K | Buy |
26,525
+7,574
| +40% | +$236K | 0.2% | 135 |
|
|
2015
Q2 | $761K | Sell |
18,951
-2,398
| -11% | -$96.3K | 0.19% | 145 |
|
|
2015
Q1 | $815K | Sell |
21,349
-14,446
| -40% | -$551K | 0.2% | 139 |
|
|
2014
Q4 | $6.54K | Buy |
35,795
+19,683
| +122% | +$3.6K | 0.14% | 171 |
|
|
2014
Q3 | $528K | Sell |
16,112
-26,832
| -62% | -$879K | 0.14% | 197 |
|
|
2014
Q2 | $687K | Buy |
42,944
+23,928
| +126% | +$383K | 0.16% | 139 |
|
|
2014
Q1 | $620K | Sell |
19,016
-194
| -1% | -$6.33K | 0.19% | 129 |
|
|
2013
Q4 | $594K | Buy |
19,210
+4,217
| +28% | +$130K | 0.19% | 130 |
|
|
2013
Q3 | $366K | Sell |
14,993
-6,893
| -31% | -$168K | 0.13% | 185 |
|
|
2013
Q2 | $452K | Buy |
+21,886
| New | +$452K | 0.15% | 162 |
|