B. Riley Wealth Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
+15,538
| New | +$411K | 0.02% | 590 |
|
|
2024
Q4 | $2.78M | Sell |
69,219
-18,535
| -21% | -$744K | 0.09% | 217 |
|
|
2024
Q3 | $4.79M | Sell |
87,754
-22,678
| -21% | -$1.24M | 0.13% | 169 |
|
|
2024
Q2 | $5.86M | Sell |
110,432
-6,821
| -6% | -$362K | 0.15% | 140 |
|
|
2024
Q1 | $6.05M | Buy |
117,253
+4,421
| +4% | +$228K | 0.16% | 137 |
|
|
2023
Q4 | $6.19M | Sell |
112,832
-4,421
| -4% | -$242K | 0.17% | 137 |
|
|
2023
Q3 | $6.05M | Buy |
117,253
+837
| +0.7% | +$43.2K | 0.16% | 137 |
|
|
2023
Q2 | $6.2M | Buy |
116,416
+5,228
| +5% | +$278K | 0.14% | 157 |
|
|
2023
Q1 | $6.1M | Buy |
111,188
+21,576
| +24% | +$1.18M | 0.16% | 144 |
|
|
2022
Q4 | $4.52M | Buy |
89,612
+12,634
| +16% | +$637K | 0.13% | 181 |
|
|
2022
Q3 | $3.38M | Buy |
76,978
+40,913
| +113% | +$1.8M | 0.1% | 205 |
|
|
2022
Q2 | $1.86M | Sell |
36,065
-20,580
| -36% | -$1.06M | 0.08% | 261 |
|
|
2022
Q1 | $3.61M | Buy |
56,645
+4,328
| +8% | +$276K | 0.12% | 182 |
|
|
2021
Q4 | $2.97M | Sell |
52,317
-1,821
| -3% | -$103K | 0.09% | 254 |
|
|
2021
Q3 | $3.12M | Sell |
54,138
-2,894
| -5% | -$167K | 0.1% | 235 |
|
|
2021
Q2 | $3.61M | Buy |
57,032
+30,121
| +112% | +$1.91M | 0.12% | 200 |
|
|
2021
Q1 | $1.72M | Buy |
26,911
+5,120
| +23% | +$327K | 0.06% | 346 |
|
|
2020
Q4 | $1.21M | Buy |
21,791
+2,138
| +11% | +$119K | 0.06% | 284 |
|
|
2020
Q3 | $902K | Sell |
19,653
-5,781
| -23% | -$265K | 0.05% | 332 |
|
|
2020
Q2 | $1.04M | Sell |
25,434
-3,429
| -12% | -$140K | 0.07% | 273 |
|
|
2020
Q1 | $845K | Buy |
28,863
+9,034
| +46% | +$264K | 0.07% | 268 |
|
|
2019
Q4 | $1.08M | Buy |
19,829
+5,265
| +36% | +$288K | 0.09% | 231 |
|
|
2019
Q3 | $695K | Buy |
14,564
+238
| +2% | +$11.4K | 0.07% | 301 |
|
|
2019
Q2 | $707K | Buy |
+14,326
| New | +$707K | 0.08% | 269 |
|