B. Riley Wealth Advisors’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
+24,424
| New | +$628K | 0.03% | 446 |
|
|
2024
Q4 | $788K | Sell |
43,401
-5,188
| -11% | -$94.1K | 0.03% | 532 |
|
|
2024
Q3 | $904K | Buy |
48,589
+13
| +0% | +$242 | 0.03% | 526 |
|
|
2024
Q2 | $759K | Sell |
48,576
-10,952
| -18% | -$171K | 0.02% | 639 |
|
|
2024
Q1 | $702K | Buy |
59,528
+4,982
| +9% | +$58.8K | 0.02% | 637 |
|
|
2023
Q4 | $781K | Sell |
54,546
-4,982
| -8% | -$71.4K | 0.02% | 608 |
|
|
2023
Q3 | $702K | Buy |
59,528
+15
| +0% | +$177 | 0.02% | 637 |
|
|
2023
Q2 | $917K | Sell |
59,513
-13,987
| -19% | -$216K | 0.02% | 595 |
|
|
2023
Q1 | $1.17M | Hold |
73,500
| – | – | 0.03% | 495 |
|
|
2022
Q4 | $890K | Sell |
73,500
-291
| -0.4% | -$3.52K | 0.02% | 575 |
|
|
2022
Q3 | $752K | Sell |
73,791
-20
| -0% | -$204 | 0.02% | 603 |
|
|
2022
Q2 | $746K | Sell |
73,811
-15,988
| -18% | -$162K | 0.03% | 507 |
|
|
2022
Q1 | $1.19M | Sell |
89,799
-33
| -0% | -$435 | 0.04% | 434 |
|
|
2021
Q4 | $1.1M | Buy |
89,832
+55
| +0.1% | +$674 | 0.03% | 498 |
|
|
2021
Q3 | $1.01M | Sell |
89,777
-3,212
| -3% | -$36.1K | 0.03% | 516 |
|
|
2021
Q2 | $1.27M | Buy |
92,989
+4,992
| +6% | +$68.4K | 0.04% | 446 |
|
|
2021
Q1 | $970K | Buy |
87,997
+63,120
| +254% | +$696K | 0.03% | 493 |
|
|
2020
Q4 | $316K | Buy |
24,877
+3,309
| +15% | +$42K | 0.02% | 726 |
|
|
2020
Q3 | $256K | Buy |
21,568
+7,031
| +48% | +$83.5K | 0.01% | 762 |
|
|
2020
Q2 | $146K | Buy |
+14,537
| New | +$146K | 0.01% | 798 |
|