B. Riley Wealth Advisors’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $484K | Sell |
3,122
-1,198
| -28% | -$186K | 0.02% | 707 |
|
|
2024
Q3 | $685K | Sell |
4,320
-224
| -5% | -$35.5K | 0.02% | 621 |
|
|
2024
Q2 | $601K | Buy |
4,544
+117
| +3% | +$15.5K | 0.02% | 732 |
|
|
2024
Q1 | $482K | Buy |
4,427
+94
| +2% | +$10.2K | 0.01% | 812 |
|
|
2023
Q4 | $560K | Sell |
4,333
-94
| -2% | -$12.1K | 0.02% | 755 |
|
|
2023
Q3 | $482K | Sell |
4,427
-25,538
| -85% | -$2.78M | 0.01% | 812 |
|
|
2023
Q2 | $4.47M | Sell |
29,965
-1,663
| -5% | -$248K | 0.1% | 205 |
|
|
2023
Q1 | $3.42M | Sell |
31,628
-5,034
| -14% | -$544K | 0.09% | 222 |
|
|
2022
Q4 | $3.69M | Sell |
36,662
-798
| -2% | -$80.3K | 0.1% | 215 |
|
|
2022
Q3 | $6.67M | Buy |
37,460
+11,138
| +42% | +$1.98M | 0.2% | 105 |
|
|
2022
Q2 | $5.54M | Buy |
26,322
+190
| +0.7% | +$40K | 0.23% | 98 |
|
|
2022
Q1 | $7.77M | Buy |
26,132
+1,245
| +5% | +$370K | 0.25% | 81 |
|
|
2021
Q4 | $8.76M | Buy |
24,887
+1,092
| +5% | +$384K | 0.25% | 84 |
|
|
2021
Q3 | $9.73M | Sell |
23,795
-291
| -1% | -$119K | 0.31% | 67 |
|
|
2021
Q2 | $9.94M | Sell |
24,086
-2,720
| -10% | -$1.12M | 0.32% | 63 |
|
|
2021
Q1 | $8.73M | Buy |
26,806
+22,554
| +530% | +$7.35M | 0.31% | 65 |
|
|
2020
Q4 | $967K | Sell |
4,252
-858
| -17% | -$195K | 0.05% | 339 |
|
|
2020
Q3 | $850K | Buy |
5,110
+1,043
| +26% | +$173K | 0.05% | 352 |
|
|
2020
Q2 | $497K | Sell |
4,067
-1,345
| -25% | -$164K | 0.03% | 462 |
|
|
2020
Q1 | $505K | Buy |
+5,412
| New | +$505K | 0.04% | 378 |
|
|
2015
Q1 | – | Sell |
-237
| Closed | -$11 | – | 1134 |
|
|
2014
Q4 | $11 | Buy |
+237
| New | +$11 | ﹤0.01% | 2807 |
|
|
2014
Q3 | – | Sell |
-2,136
| Closed | -$104K | – | 1149 |
|
|
2014
Q2 | $104K | Buy |
+2,136
| New | +$104K | 0.02% | 704 |
|