B. Riley Wealth Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.35M | Buy |
+10,383
| New | +$7.35M | 0.34% | 54 |
|
|
2024
Q4 | $6.16M | Sell |
10,761
-2,471
| -19% | -$1.41M | 0.2% | 112 |
|
|
2024
Q3 | $6.53M | Sell |
13,232
-5,193
| -28% | -$2.56M | 0.18% | 126 |
|
|
2024
Q2 | $8.33M | Sell |
18,425
-2,758
| -13% | -$1.25M | 0.21% | 96 |
|
|
2024
Q1 | $6.85M | Buy |
21,183
+3,139
| +17% | +$1.02M | 0.19% | 123 |
|
|
2023
Q4 | $6.96M | Sell |
18,044
-3,139
| -15% | -$1.21M | 0.19% | 121 |
|
|
2023
Q3 | $6.85M | Buy |
21,183
+3,393
| +19% | +$1.1M | 0.19% | 123 |
|
|
2023
Q2 | $5.74M | Buy |
17,790
+2,977
| +20% | +$960K | 0.13% | 165 |
|
|
2023
Q1 | $4.85M | Buy |
14,813
+881
| +6% | +$288K | 0.13% | 179 |
|
|
2022
Q4 | $4.78M | Sell |
13,932
-223
| -2% | -$76.6K | 0.13% | 173 |
|
|
2022
Q3 | $4.15M | Buy |
14,155
+3,827
| +37% | +$1.12M | 0.13% | 171 |
|
|
2022
Q2 | $3.07M | Sell |
10,328
-88
| -0.8% | -$26.1K | 0.13% | 163 |
|
|
2022
Q1 | $3.44M | Sell |
10,416
-73
| -0.7% | -$24.1K | 0.11% | 192 |
|
|
2021
Q4 | $4.01M | Buy |
10,489
+2,247
| +27% | +$860K | 0.12% | 190 |
|
|
2021
Q3 | $3.12M | Buy |
8,242
+1,444
| +21% | +$546K | 0.1% | 236 |
|
|
2021
Q2 | $2.57M | Sell |
6,798
-2,283
| -25% | -$863K | 0.08% | 278 |
|
|
2021
Q1 | $2.95M | Buy |
9,081
+4,186
| +86% | +$1.36M | 0.1% | 216 |
|
|
2020
Q4 | $1.29M | Sell |
4,895
-419
| -8% | -$111K | 0.07% | 271 |
|
|
2020
Q3 | $1.07M | Buy |
5,314
+357
| +7% | +$71.7K | 0.06% | 299 |
|
|
2020
Q2 | $980K | Buy |
4,957
+98
| +2% | +$19.4K | 0.07% | 283 |
|
|
2020
Q1 | $752K | Buy |
4,859
+2,751
| +131% | +$426K | 0.06% | 289 |
|
|
2019
Q4 | $485K | Sell |
2,108
-1,730
| -45% | -$398K | 0.04% | 445 |
|
|
2019
Q3 | $796K | Buy |
3,838
+1,068
| +39% | +$222K | 0.08% | 266 |
|
|
2019
Q2 | $567K | Sell |
2,770
-913
| -25% | -$187K | 0.06% | 332 |
|
|
2019
Q1 | $707K | Sell |
3,683
-1,302
| -26% | -$250K | 0.09% | 246 |
|
|
2018
Q4 | $833K | Sell |
4,985
-1,708
| -26% | -$285K | 0.12% | 183 |
|
|
2018
Q3 | $1.5M | Buy |
6,693
+834
| +14% | +$187K | 0.18% | 134 |
|
|
2018
Q2 | $1.29M | Buy |
5,859
+1,276
| +28% | +$282K | 0.17% | 145 |
|
|
2018
Q1 | $1.16M | Sell |
4,583
-398
| -8% | -$100K | 0.16% | 147 |
|
|
2017
Q4 | $1.27M | Buy |
4,981
+578
| +13% | +$147K | 0.17% | 148 |
|
|
2017
Q3 | $1.05M | Buy |
4,403
+905
| +26% | +$215K | 0.17% | 140 |
|
|
2017
Q2 | $777K | Buy |
3,498
+1,441
| +70% | +$320K | 0.14% | 181 |
|
|
2017
Q1 | $473K | Buy |
2,057
+1,075
| +109% | +$247K | 0.09% | 240 |
|
|
2016
Q4 | $236K | Sell |
982
-384
| -28% | -$92.3K | 0.05% | 406 |
|
|
2016
Q3 | $221K | Sell |
1,366
-250
| -15% | -$40.4K | 0.04% | 505 |
|
|
2016
Q2 | $240K | Sell |
1,616
-273
| -14% | -$40.5K | 0.05% | 476 |
|
|
2016
Q1 | $297K | Sell |
1,889
-64
| -3% | -$10.1K | 0.07% | 358 |
|
|
2015
Q4 | $352K | Sell |
1,953
-8
| -0.4% | -$1.44K | 0.07% | 317 |
|
|
2015
Q3 | $342K | Buy |
1,961
+738
| +60% | +$129K | 0.08% | 312 |
|
|
2015
Q2 | $257K | Sell |
1,223
-692
| -36% | -$145K | 0.06% | 380 |
|
|
2015
Q1 | $360K | Sell |
1,915
-1,042
| -35% | -$196K | 0.09% | 301 |
|
|
2014
Q4 | $2.66K | Buy |
2,957
+2,194
| +288% | +$1.97K | 0.06% | 449 |
|
|
2014
Q3 | $322K | Sell |
763
-6,267
| -89% | -$2.64M | 0.08% | 337 |
|
|
2014
Q2 | $587K | Buy |
7,030
+2,042
| +41% | +$170K | 0.14% | 169 |
|
|
2014
Q1 | $817K | Buy |
4,988
+2,830
| +131% | +$464K | 0.25% | 97 |
|
|
2013
Q4 | $382K | Sell |
2,158
-101
| -4% | -$17.9K | 0.12% | 191 |
|
|
2013
Q3 | $357K | Sell |
2,259
-139
| -6% | -$22K | 0.12% | 190 |
|
|
2013
Q2 | $363K | Buy |
+2,398
| New | +$363K | 0.12% | 191 |
|