B. Riley Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
+109,365
| New | +$1.39M | 0.07% | 264 |
|
|
2024
Q4 | $1.45M | Sell |
113,839
-15,267
| -12% | -$194K | 0.05% | 350 |
|
|
2024
Q3 | $1.47M | Sell |
129,106
-9,403
| -7% | -$107K | 0.04% | 395 |
|
|
2024
Q2 | $1.46M | Sell |
138,509
-1,492
| -1% | -$15.7K | 0.04% | 427 |
|
|
2024
Q1 | $1.21M | Buy |
140,001
+9,920
| +8% | +$85.5K | 0.03% | 470 |
|
|
2023
Q4 | $1.14M | Sell |
130,081
-9,920
| -7% | -$87.1K | 0.03% | 487 |
|
|
2023
Q3 | $1.21M | Sell |
140,001
-9,994
| -7% | -$86.1K | 0.03% | 470 |
|
|
2023
Q2 | $1.25M | Sell |
149,995
-35,013
| -19% | -$292K | 0.03% | 495 |
|
|
2023
Q1 | $1.6M | Sell |
185,008
-57,266
| -24% | -$495K | 0.04% | 410 |
|
|
2022
Q4 | $2.07M | Sell |
242,274
-36,272
| -13% | -$310K | 0.06% | 328 |
|
|
2022
Q3 | $2.26M | Buy |
278,546
+127,824
| +85% | +$1.04M | 0.07% | 282 |
|
|
2022
Q2 | $1.26M | Sell |
150,722
-703
| -0.5% | -$5.9K | 0.05% | 342 |
|
|
2022
Q1 | $1.4M | Buy |
151,425
+57
| +0% | +$526 | 0.05% | 383 |
|
|
2021
Q4 | $1.18M | Sell |
151,368
-4,017
| -3% | -$31.3K | 0.03% | 479 |
|
|
2021
Q3 | $1.24M | Buy |
155,385
+817
| +0.5% | +$6.54K | 0.04% | 456 |
|
|
2021
Q2 | $1.38M | Sell |
154,568
-5,904
| -4% | -$52.5K | 0.04% | 425 |
|
|
2021
Q1 | $1.15M | Buy |
160,472
+15,969
| +11% | +$115K | 0.04% | 439 |
|
|
2020
Q4 | $831K | Buy |
144,503
+13,860
| +11% | +$79.7K | 0.04% | 383 |
|
|
2020
Q3 | $527K | Buy |
130,643
+8,440
| +7% | +$34K | 0.03% | 510 |
|
|
2020
Q2 | $646K | Buy |
122,203
+23,224
| +23% | +$123K | 0.04% | 374 |
|
|
2020
Q1 | $360K | Buy |
98,979
+10,530
| +12% | +$38.3K | 0.03% | 485 |
|
|
2019
Q4 | $1.23M | Buy |
88,449
+1,789
| +2% | +$24.9K | 0.1% | 208 |
|
|
2019
Q3 | $1.25M | Buy |
86,660
+4,808
| +6% | +$69.6K | 0.12% | 190 |
|
|
2019
Q2 | $1.25M | Buy |
81,852
+25,657
| +46% | +$393K | 0.14% | 160 |
|
|
2019
Q1 | $901K | Buy |
56,195
+624
| +1% | +$10K | 0.11% | 203 |
|
|
2018
Q4 | $765K | Buy |
55,571
+740
| +1% | +$10.2K | 0.11% | 205 |
|
|
2018
Q3 | $979K | Buy |
54,831
+666
| +1% | +$11.9K | 0.12% | 194 |
|
|
2018
Q2 | $1.02M | Buy |
54,165
+1,615
| +3% | +$30.4K | 0.13% | 178 |
|
|
2018
Q1 | $866K | Buy |
52,550
+348
| +0.7% | +$5.74K | 0.12% | 190 |
|
|
2017
Q4 | $995K | Buy |
52,202
+1,121
| +2% | +$21.4K | 0.13% | 177 |
|
|
2017
Q3 | $929K | Sell |
51,081
-387
| -0.8% | -$7.04K | 0.15% | 150 |
|
|
2017
Q2 | $971K | Buy |
51,468
+1
| +0% | +$19 | 0.18% | 153 |
|
|
2017
Q1 | $1.08M | Buy |
51,467
+1,122
| +2% | +$23.6K | 0.22% | 122 |
|
|
2016
Q4 | $986K | Sell |
50,345
-8,693
| -15% | -$170K | 0.2% | 129 |
|
|
2016
Q3 | $1.22M | Buy |
59,038
+1,779
| +3% | +$36.7K | 0.24% | 109 |
|
|
2016
Q2 | $1.17M | Buy |
57,259
+11,159
| +24% | +$227K | 0.23% | 109 |
|
|
2016
Q1 | $764K | Buy |
46,100
+21,971
| +91% | +$364K | 0.18% | 141 |
|
|
2015
Q4 | $418K | Buy |
24,129
+13,790
| +133% | +$239K | 0.08% | 282 |
|
|
2015
Q3 | $240K | Buy |
10,339
+1,100
| +12% | +$25.5K | 0.06% | 418 |
|
|
2015
Q2 | $284K | Buy |
9,239
+400
| +5% | +$12.3K | 0.07% | 349 |
|
|
2015
Q1 | $314K | Buy |
8,839
+1,000
| +13% | +$35.5K | 0.08% | 337 |
|
|
2014
Q4 | $299 | Hold |
7,839
| – | – | 0.01% | 1128 |
|
|
2014
Q3 | $320K | Sell |
7,839
-6,339
| -45% | -$259K | 0.08% | 339 |
|
|
2014
Q2 | $250K | Buy |
14,178
+5,808
| +69% | +$102K | 0.06% | 376 |
|
|
2014
Q1 | $307K | Buy |
8,370
+5,569
| +199% | +$204K | 0.09% | 256 |
|
|
2013
Q4 | $112K | Buy |
+2,801
| New | +$112K | 0.04% | 522 |
|