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B. Riley Wealth Advisors’s Dole DOLE Stock Holding History

B. Riley Wealth Advisors’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-72,450
Closed -$1.05M – 1119
2025
Q1 		$1.05M Buy
72,450
+27,450
+61% +$379K 0.03% 494
2024
Q4 		$612K Buy
45,000
+20,000
+80% +$307K 0.02% 620
2024
Q3 		$402K Buy
+25,000
New +$374K 0.01% 832

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

B. Riley Wealth Advisors's DOLE Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Dole (DOLE) in Q2 2025, closing a stake of 72,450 shares — an estimated $1.05M sold.

B. Riley Wealth Advisors first reported a position in DOLE in Q3 2024 and held it in 3 quarters. The position peaked at $1.05M in Q1 2025. 185 funds tracked by Wall St. Rank hold DOLE as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Dole position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 72,450 Dole shares in Q2 2025, an estimated $1.05M.
  • B. Riley Wealth Advisors first reported a position in Dole in Q3 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Dole position peaked at $1.05M in Q1 2025.
  • 185 funds tracked by Wall St. Rank held Dole as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.