B. Riley Wealth Advisors’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
+1,763
| New | +$411K | 0.02% | 591 |
|
|
2024
Q4 | $263K | Buy |
1,346
+157
| +13% | +$30.7K | 0.01% | 921 |
|
|
2024
Q3 | $246K | Sell |
1,189
-55
| -4% | -$11.4K | 0.01% | 1051 |
|
|
2024
Q2 | $212K | Sell |
1,244
-1,202
| -49% | -$204K | 0.01% | 1211 |
|
|
2024
Q1 | $382K | Sell |
2,446
-1,362
| -36% | -$213K | 0.01% | 932 |
|
|
2023
Q4 | $680K | Buy |
3,808
+1,362
| +56% | +$243K | 0.02% | 673 |
|
|
2023
Q3 | $382K | Buy |
+2,446
| New | +$382K | 0.01% | 932 |
|
|
2023
Q2 | – | Sell |
-4,745
| Closed | -$637K | – | 1551 |
|
|
2023
Q1 | $637K | Buy |
+4,745
| New | +$637K | 0.02% | 713 |
|
|
2016
Q4 | – | Sell |
-3,601
| Closed | -$234K | – | 546 |
|
|
2016
Q3 | $234K | Sell |
3,601
-12
| -0.3% | -$780 | 0.05% | 489 |
|
|
2016
Q2 | $241K | Sell |
3,613
-111
| -3% | -$7.4K | 0.05% | 474 |
|
|
2016
Q1 | $243K | Buy |
3,724
+35
| +0.9% | +$2.28K | 0.06% | 409 |
|
|
2015
Q4 | $240K | Buy |
+3,689
| New | +$240K | 0.05% | 433 |
|
|
2015
Q1 | – | Sell |
-29
| Closed | -$2 | – | 772 |
|
|
2014
Q4 | $2 | Buy |
+29
| New | +$2 | ﹤0.01% | 3367 |
|