B. Riley Wealth Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
+3,061
| New | +$429K | 0.02% | 575 |
|
|
2024
Q4 | $335K | Sell |
2,548
-648
| -20% | -$85.1K | 0.01% | 832 |
|
|
2024
Q3 | $396K | Sell |
3,196
-230
| -7% | -$28.5K | 0.01% | 836 |
|
|
2024
Q2 | $305K | Sell |
3,426
-543
| -14% | -$48.4K | 0.01% | 1029 |
|
|
2024
Q1 | $293K | Buy |
3,969
+1,256
| +46% | +$92.8K | 0.01% | 1047 |
|
|
2023
Q4 | $253K | Sell |
2,713
-1,256
| -32% | -$117K | 0.01% | 1132 |
|
|
2023
Q3 | $293K | Buy |
3,969
+1,225
| +45% | +$90.5K | 0.01% | 1047 |
|
|
2023
Q2 | $221K | Sell |
2,744
-500
| -15% | -$40.4K | 0.01% | 1296 |
|
|
2023
Q1 | $236K | Buy |
3,244
+363
| +13% | +$26.4K | 0.01% | 1204 |
|
|
2022
Q4 | $222K | Sell |
2,881
-791
| -22% | -$60.9K | 0.01% | 1200 |
|
|
2022
Q3 | $249K | Buy |
3,672
+188
| +5% | +$12.7K | 0.01% | 1116 |
|
|
2022
Q2 | $258K | Buy |
3,484
+169
| +5% | +$12.5K | 0.01% | 944 |
|
|
2022
Q1 | $305K | Sell |
3,315
-3,686
| -53% | -$339K | 0.01% | 997 |
|
|
2021
Q4 | $760K | Buy |
7,001
+603
| +9% | +$65.5K | 0.02% | 624 |
|
|
2021
Q3 | $621K | Buy |
6,398
+2,462
| +63% | +$239K | 0.02% | 690 |
|
|
2021
Q2 | $336K | Buy |
3,936
+7
| +0.2% | +$598 | 0.01% | 959 |
|
|
2021
Q1 | $308K | Sell |
3,929
-3,694
| -48% | -$290K | 0.01% | 986 |
|
|
2020
Q4 | $479K | Sell |
7,623
-1,274
| -14% | -$80.1K | 0.03% | 551 |
|
|
2020
Q3 | $417K | Buy |
8,897
+602
| +7% | +$28.2K | 0.02% | 602 |
|
|
2020
Q2 | $376K | Sell |
8,295
-588
| -7% | -$26.7K | 0.03% | 546 |
|
|
2020
Q1 | $337K | Buy |
8,883
+321
| +4% | +$12.2K | 0.03% | 505 |
|
|
2019
Q4 | $526K | Buy |
+8,562
| New | +$526K | 0.04% | 418 |
|
|
2015
Q3 | – | Sell |
-8,126
| Closed | -$302K | – | 570 |
|
|
2015
Q2 | $302K | Buy |
8,126
+180
| +2% | +$6.69K | 0.08% | 332 |
|
|
2015
Q1 | $308K | Sell |
7,946
-7,578
| -49% | -$294K | 0.08% | 346 |
|
|
2014
Q4 | $2.84K | Buy |
+15,524
| New | +$2.84K | 0.06% | 420 |
|
|
2014
Q3 | – | Sell |
-5,257
| Closed | -$168K | – | 828 |
|
|
2014
Q2 | $168K | Buy |
+5,257
| New | +$168K | 0.04% | 508 |
|