B. Riley Wealth Advisors’s Main Street Capital MAIN Stock Holding History

B. Riley Wealth Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Sell	26,756 -1,103	-4%	-$65.3K	0.09%	221
2025 Q4	$1.68M	Buy	27,859 +417	+2%	+$24.6K	0.08%	237
2025 Q3	$1.75M	Sell	27,442 -1,076	-4%	-$69.5K	0.08%	231
2025 Q2	$1.69M	Buy	+28,518	New	+$1.58M	0.08%	242
2024 Q4	$1.97M	Sell	33,692 -160	-0.5%	-$8.53K	0.06%	283
2024 Q3	$1.7M	Sell	33,852 -21,136	-38%	-$1.06M	0.05%	355
2024 Q2	$2.78M	Buy	54,988 +2,049	+4%	+$100K	0.07%	261
2024 Q1	$2.15M	Sell	52,939 -5,733	-10%	-$259K	0.06%	330
2023 Q4	$2.54M	Buy	58,672 +5,733	+11%	+$234K	0.07%	292
2023 Q3	$2.15M	Sell	52,939 -2,839	-5%	-$116K	0.06%	330
2023 Q2	$2.23M	Buy	55,778 +2,498	+5%	+$99.1K	0.05%	344
2023 Q1	$2.1M	Buy	53,280 +4,912	+10%	+$194K	0.06%	330
2022 Q4	$1.79M	Buy	48,368 +481	+1%	+$17.6K	0.05%	367
2022 Q3	$1.61M	Buy	47,887 +24,791	+107%	+$1.02M	0.05%	360
2022 Q2	$890K	Sell	23,096 -1,701	-7%	-$66.5K	0.04%	456
2022 Q1	$1.06M	Sell	24,797 -340	-1%	-$14.6K	0.03%	468
2021 Q4	$1.13M	Sell	25,137 -69	-0.3%	-$3.03K	0.03%	490
2021 Q3	$1.04M	Buy	25,206 +14	+0.1%	+$582	0.03%	511
2021 Q2	$1.04M	Buy	25,192 +3,933	+19%	+$163K	0.03%	502
2021 Q1	$833K	Sell	21,259 -1,132	-5%	-$39.7K	0.03%	534
2020 Q4	$723K	Sell	22,391 -501	-2%	-$15.4K	0.04%	420
2020 Q3	$678K	Buy	22,892 +7,845	+52%	+$240K	0.04%	424
2020 Q2	$469K	Buy	15,047 +367	+3%	+$10.3K	0.03%	482
2020 Q1	$302K	Buy	14,680 +2,353	+19%	+$88K	0.03%	531
2019 Q4	$532K	Buy	12,327 +2,209	+22%	+$94.5K	0.05%	414
2019 Q3	$438K	Buy	10,118 +6	+0.1%	+$256	0.04%	448
2019 Q2	$416K	Sell	10,112 -491	-5%	-$19.6K	0.05%	444
2019 Q1	$393K	Buy	10,603 +5	+0%	+$186	0.05%	405
2018 Q4	$359K	Buy	10,598 +30	+0.3%	+$1.12K	0.05%	388
2018 Q3	$407K	Sell	10,568 -492	-4%	-$19.5K	0.05%	401
2018 Q2	$421K	Sell	11,060 -2,390	-18%	-$91K	0.06%	371
2018 Q1	$496K	Buy	13,450 +2,717	+25%	+$102K	0.07%	315
2017 Q4	$427K	Buy	10,733 +1,018	+10%	+$41K	0.06%	354
2017 Q3	$387K	Sell	9,715 -852	-8%	-$33.5K	0.06%	318
2017 Q2	$407K	Sell	10,567 -1,299	-11%	-$50.4K	0.07%	292
2017 Q1	$455K	Buy	11,866 +2,158	+22%	+$79.7K	0.09%	251
2016 Q4	$357K	Buy	9,708 +2,063	+27%	+$72.9K	0.07%	310
2016 Q3	$263K	Sell	7,645 -966	-11%	-$32.7K	0.05%	451
2016 Q2	$283K	Buy	8,611 +203	+2%	+$6.46K	0.06%	413
2016 Q1	$264K	Buy	+8,408	New	+$244K	0.06%	386
2015 Q1	–	Sell	-457	Closed	-$13	–	1381
2014 Q4	$13	Buy	+457	New	+$14.1K	﹤0.01%	2739
2014 Q3	–	Sell	-400	Closed	-$13.2K	–	1361
2014 Q2	$13.2K	Buy	+400	New	+$12.6K	﹤0.01%	1664