B. Riley Wealth Advisors’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+2,780
| New | +$206K | 0.01% | 862 |
|
|
2024
Q4 | – | Sell |
-2,632
| Closed | -$200K | – | 1175 |
|
|
2024
Q3 | $200K | Sell |
2,632
-945
| -26% | -$72K | 0.01% | 1143 |
|
|
2024
Q2 | $283K | Sell |
3,577
-1,786
| -33% | -$141K | 0.01% | 1058 |
|
|
2024
Q1 | $425K | Buy |
5,363
+1,569
| +41% | +$124K | 0.01% | 879 |
|
|
2023
Q4 | $327K | Sell |
3,794
-1,569
| -29% | -$135K | 0.01% | 1014 |
|
|
2023
Q3 | $425K | Buy |
5,363
+1,418
| +36% | +$112K | 0.01% | 879 |
|
|
2023
Q2 | $330K | Sell |
3,945
-960
| -20% | -$80.3K | 0.01% | 1069 |
|
|
2023
Q1 | $419K | Buy |
4,905
+331
| +7% | +$28.3K | 0.01% | 884 |
|
|
2022
Q4 | $323K | Buy |
4,574
+168
| +4% | +$11.9K | 0.01% | 1012 |
|
|
2022
Q3 | $288K | Buy |
4,406
+229
| +5% | +$15K | 0.01% | 1027 |
|
|
2022
Q2 | $300K | Buy |
4,177
+43
| +1% | +$3.09K | 0.01% | 882 |
|
|
2022
Q1 | $324K | Buy |
4,134
+895
| +28% | +$70.1K | 0.01% | 974 |
|
|
2021
Q4 | $309K | Sell |
3,239
-677
| -17% | -$64.6K | 0.01% | 1057 |
|
|
2021
Q3 | $345K | Buy |
3,916
+151
| +4% | +$13.3K | 0.01% | 968 |
|
|
2021
Q2 | $371K | Sell |
3,765
-939
| -20% | -$92.5K | 0.01% | 913 |
|
|
2021
Q1 | $466K | Sell |
4,704
-304
| -6% | -$30.1K | 0.02% | 770 |
|
|
2020
Q4 | $488K | Sell |
5,008
-52
| -1% | -$5.07K | 0.03% | 544 |
|
|
2020
Q3 | $336K | Buy |
5,060
+654
| +15% | +$43.4K | 0.02% | 679 |
|
|
2020
Q2 | $291K | Buy |
4,406
+493
| +13% | +$32.6K | 0.02% | 640 |
|
|
2020
Q1 | $213K | Buy |
3,913
+743
| +23% | +$40.4K | 0.02% | 650 |
|
|
2019
Q4 | $219K | Buy |
+3,170
| New | +$219K | 0.02% | 727 |
|
|
2015
Q1 | – | Sell |
-491
| Closed | -$21 | – | 902 |
|
|
2014
Q4 | $21 | Buy |
+491
| New | +$21 | ﹤0.01% | 2513 |
|