B. Riley Wealth Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
+3,835
| New | +$1.06M | 0.05% | 332 |
|
|
2024
Q4 | $711K | Buy |
2,991
+72
| +2% | +$17.1K | 0.02% | 566 |
|
|
2024
Q3 | $650K | Sell |
2,919
-257
| -8% | -$57.2K | 0.02% | 650 |
|
|
2024
Q2 | $624K | Sell |
3,176
-401
| -11% | -$78.8K | 0.02% | 714 |
|
|
2024
Q1 | $716K | Sell |
3,577
-48
| -1% | -$9.61K | 0.02% | 634 |
|
|
2023
Q4 | $782K | Buy |
3,625
+48
| +1% | +$10.4K | 0.02% | 607 |
|
|
2023
Q3 | $716K | Buy |
3,577
+256
| +8% | +$51.3K | 0.02% | 634 |
|
|
2023
Q2 | $615K | Buy |
3,321
+1,036
| +45% | +$192K | 0.01% | 767 |
|
|
2023
Q1 | $438K | Sell |
2,285
-760
| -25% | -$146K | 0.01% | 861 |
|
|
2022
Q4 | $524K | Sell |
3,045
-1,494
| -33% | -$257K | 0.01% | 770 |
|
|
2022
Q3 | $804K | Buy |
4,539
+1,109
| +32% | +$196K | 0.02% | 575 |
|
|
2022
Q2 | $703K | Buy |
3,430
+41
| +1% | +$8.4K | 0.03% | 522 |
|
|
2022
Q1 | $807K | Sell |
3,389
-2,611
| -44% | -$622K | 0.03% | 552 |
|
|
2021
Q4 | $1.37M | Buy |
6,000
+225
| +4% | +$51.4K | 0.04% | 438 |
|
|
2021
Q3 | $1.12M | Sell |
5,775
-1,957
| -25% | -$380K | 0.04% | 483 |
|
|
2021
Q2 | $1.64M | Buy |
7,732
+3,043
| +65% | +$647K | 0.05% | 384 |
|
|
2021
Q1 | $954K | Sell |
4,689
-233
| -5% | -$47.4K | 0.03% | 495 |
|
|
2020
Q4 | $897K | Sell |
4,922
-303
| -6% | -$55.2K | 0.05% | 361 |
|
|
2020
Q3 | $874K | Sell |
5,225
-4,148
| -44% | -$694K | 0.05% | 343 |
|
|
2020
Q2 | $1.52M | Sell |
9,373
-252
| -3% | -$41K | 0.1% | 205 |
|
|
2020
Q1 | $1.67M | Sell |
9,625
-941
| -9% | -$163K | 0.14% | 153 |
|
|
2019
Q4 | $2.12M | Buy |
10,566
+2,846
| +37% | +$572K | 0.18% | 129 |
|
|
2019
Q3 | $1.63M | Buy |
7,720
+154
| +2% | +$32.6K | 0.16% | 144 |
|
|
2019
Q2 | $1.47M | Sell |
7,566
-75
| -1% | -$14.6K | 0.16% | 135 |
|
|
2019
Q1 | $1.26M | Sell |
7,641
-89
| -1% | -$14.7K | 0.16% | 148 |
|
|
2018
Q4 | $1.46M | Buy |
7,730
+1,050
| +16% | +$198K | 0.21% | 112 |
|
|
2018
Q3 | $1.14M | Buy |
6,680
+389
| +6% | +$66.3K | 0.14% | 167 |
|
|
2018
Q2 | $1.03M | Buy |
6,291
+438
| +7% | +$71.9K | 0.14% | 175 |
|
|
2018
Q1 | $947K | Sell |
5,853
-140
| -2% | -$22.7K | 0.13% | 176 |
|
|
2017
Q4 | $876K | Buy |
5,993
+48
| +0.8% | +$7.02K | 0.12% | 196 |
|
|
2017
Q3 | $807K | Buy |
5,945
+95
| +2% | +$12.9K | 0.13% | 169 |
|
|
2017
Q2 | $734K | Sell |
5,850
-224
| -4% | -$28.1K | 0.13% | 191 |
|
|
2017
Q1 | $723K | Sell |
6,074
-2,121
| -26% | -$252K | 0.14% | 176 |
|
|
2016
Q4 | $947K | Buy |
8,195
+1,610
| +24% | +$186K | 0.19% | 136 |
|
|
2016
Q3 | $690K | Sell |
6,585
-551
| -8% | -$57.7K | 0.14% | 187 |
|
|
2016
Q2 | $696K | Sell |
7,136
-250
| -3% | -$24.4K | 0.14% | 183 |
|
|
2016
Q1 | $709K | Sell |
7,386
-238
| -3% | -$22.8K | 0.16% | 155 |
|
|
2015
Q4 | $691K | Buy |
7,624
+13
| +0.2% | +$1.18K | 0.14% | 183 |
|
|
2015
Q3 | $707K | Buy |
7,611
+67
| +0.9% | +$6.22K | 0.17% | 163 |
|
|
2015
Q2 | $704K | Sell |
7,544
-31
| -0.4% | -$2.89K | 0.17% | 159 |
|
|
2015
Q1 | $717K | Sell |
7,575
-6,250
| -45% | -$592K | 0.17% | 156 |
|
|
2014
Q4 | $6.21K | Buy |
13,825
+6,402
| +86% | +$2.88K | 0.13% | 191 |
|
|
2014
Q3 | $594K | Sell |
7,423
-6,687
| -47% | -$535K | 0.15% | 175 |
|
|
2014
Q2 | $501K | Buy |
14,110
+7,135
| +102% | +$254K | 0.12% | 200 |
|
|
2014
Q1 | $516K | Buy |
6,975
+175
| +3% | +$12.9K | 0.16% | 145 |
|
|
2013
Q4 | $534K | Sell |
6,800
-152
| -2% | -$11.9K | 0.17% | 143 |
|
|
2013
Q3 | $514K | Buy |
6,952
+702
| +11% | +$51.9K | 0.18% | 140 |
|
|
2013
Q2 | $475K | Buy |
+6,250
| New | +$475K | 0.16% | 154 |
|