BRWA
B. Riley Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
+41,381
| New | +$3.52M | 0.17% | 126 |
|
|
2024
Q4 | $3.65M | Buy |
51,924
+4,230
| +9% | +$298K | 0.12% | 180 |
|
|
2024
Q3 | $2.96M | Sell |
47,694
-6,232
| -12% | -$387K | 0.08% | 236 |
|
|
2024
Q2 | $3.42M | Sell |
53,926
-6,585
| -11% | -$418K | 0.09% | 219 |
|
|
2024
Q1 | $2.49M | Buy |
60,511
+9,884
| +20% | +$407K | 0.07% | 291 |
|
|
2023
Q4 | $2.6M | Sell |
50,627
-9,884
| -16% | -$508K | 0.07% | 288 |
|
|
2023
Q3 | $2.49M | Sell |
60,511
-167,420
| -73% | -$6.89M | 0.07% | 291 |
|
|
2023
Q2 | $10.5M | Buy |
227,931
+164,251
| +258% | +$7.56M | 0.24% | 87 |
|
|
2023
Q1 | $2.99M | Buy |
63,680
+1,928
| +3% | +$90.4K | 0.08% | 248 |
|
|
2022
Q4 | $2.79M | Sell |
61,752
-6,846
| -10% | -$310K | 0.08% | 257 |
|
|
2022
Q3 | $2.86M | Buy |
68,598
+22,895
| +50% | +$955K | 0.09% | 234 |
|
|
2022
Q2 | $2.1M | Buy |
45,703
+516
| +1% | +$23.8K | 0.09% | 236 |
|
|
2022
Q1 | $2.42M | Sell |
45,187
-3,556
| -7% | -$190K | 0.08% | 261 |
|
|
2021
Q4 | $2.94M | Sell |
48,743
-409
| -0.8% | -$24.7K | 0.08% | 256 |
|
|
2021
Q3 | $3.45M | Buy |
49,152
+1,313
| +3% | +$92.2K | 0.11% | 212 |
|
|
2021
Q2 | $3.39M | Buy |
47,839
+7,135
| +18% | +$506K | 0.11% | 213 |
|
|
2021
Q1 | $2.94M | Buy |
40,704
+5,706
| +16% | +$413K | 0.1% | 218 |
|
|
2020
Q4 | $2.16M | Sell |
34,998
-22,458
| -39% | -$1.39M | 0.12% | 191 |
|
|
2020
Q3 | $2.53M | Buy |
57,456
+2,625
| +5% | +$116K | 0.13% | 169 |
|
|
2020
Q2 | $2.81M | Buy |
54,831
+512
| +0.9% | +$26.2K | 0.19% | 130 |
|
|
2020
Q1 | $2.29M | Buy |
54,319
+26,963
| +99% | +$1.14M | 0.2% | 122 |
|
|
2019
Q4 | $2.19M | Buy |
27,356
+3,696
| +16% | +$296K | 0.19% | 124 |
|
|
2019
Q3 | $1.64M | Buy |
23,660
+2,348
| +11% | +$162K | 0.16% | 143 |
|
|
2019
Q2 | $1.49M | Buy |
21,312
+2,452
| +13% | +$172K | 0.16% | 133 |
|
|
2019
Q1 | $1.17M | Sell |
18,860
-2,979
| -14% | -$185K | 0.15% | 161 |
|
|
2018
Q4 | $1.14M | Sell |
21,839
-1,017
| -4% | -$53K | 0.16% | 137 |
|
|
2018
Q3 | $1.64M | Sell |
22,856
-1,205
| -5% | -$86.5K | 0.2% | 119 |
|
|
2018
Q2 | $1.61M | Sell |
24,061
-6,146
| -20% | -$412K | 0.21% | 114 |
|
|
2018
Q1 | $2.04M | Sell |
30,207
-6,915
| -19% | -$467K | 0.29% | 83 |
|
|
2017
Q4 | $2.76M | Buy |
37,122
+491
| +1% | +$36.5K | 0.37% | 66 |
|
|
2017
Q3 | $2.67M | Buy |
36,631
+3,424
| +10% | +$249K | 0.44% | 54 |
|
|
2017
Q2 | $2.22M | Buy |
33,207
+3,346
| +11% | +$224K | 0.4% | 60 |
|
|
2017
Q1 | $1.79M | Buy |
29,861
+996
| +3% | +$59.6K | 0.36% | 70 |
|
|
2016
Q4 | $1.72M | Sell |
28,865
-2,436
| -8% | -$145K | 0.35% | 79 |
|
|
2016
Q3 | $1.24M | Buy |
31,301
+15
| +0% | +$593 | 0.24% | 105 |
|
|
2016
Q2 | $1.11M | Buy |
31,286
+5,854
| +23% | +$208K | 0.22% | 117 |
|
|
2016
Q1 | $1.06M | Sell |
25,432
-1,526
| -6% | -$63.7K | 0.25% | 99 |
|
|
2015
Q4 | $1.4M | Sell |
26,958
-5,098
| -16% | -$264K | 0.28% | 93 |
|
|
2015
Q3 | $1.59M | Buy |
32,056
+16,842
| +111% | +$836K | 0.38% | 58 |
|
|
2015
Q2 | $843K | Sell |
15,214
-4,558
| -23% | -$253K | 0.21% | 129 |
|
|
2015
Q1 | $1.02M | Sell |
19,772
-3,101
| -14% | -$160K | 0.25% | 102 |
|
|
2014
Q4 | $10.1K | Buy |
22,873
+5,584
| +32% | +$2.47K | 0.22% | 92 |
|
|
2014
Q3 | $895K | Sell |
17,289
-21,001
| -55% | -$1.09M | 0.23% | 111 |
|
|
2014
Q2 | $916K | Buy |
38,290
+22,355
| +140% | +$535K | 0.22% | 100 |
|
|
2014
Q1 | $759K | Buy |
15,935
+4,263
| +37% | +$203K | 0.23% | 109 |
|
|
2013
Q4 | $608K | Sell |
11,672
-302
| -3% | -$15.7K | 0.19% | 125 |
|
|
2013
Q3 | $581K | Sell |
11,974
-351
| -3% | -$17K | 0.2% | 123 |
|
|
2013
Q2 | $591K | Buy |
+12,325
| New | +$591K | 0.2% | 123 |
|