B. Riley Wealth Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
+6,551
| New | +$680K | 0.03% | 423 |
|
|
2024
Q4 | $687K | Sell |
6,479
-865
| -12% | -$91.8K | 0.02% | 576 |
|
|
2024
Q3 | $690K | Sell |
7,344
-5,356
| -42% | -$503K | 0.02% | 613 |
|
|
2024
Q2 | $1.07M | Sell |
12,700
-1,181
| -9% | -$99.4K | 0.03% | 510 |
|
|
2024
Q1 | $853K | Buy |
13,881
+1,016
| +8% | +$62.4K | 0.02% | 582 |
|
|
2023
Q4 | $890K | Sell |
12,865
-1,016
| -7% | -$70.3K | 0.02% | 571 |
|
|
2023
Q3 | $853K | Buy |
+13,881
| New | +$853K | 0.02% | 582 |
|
|
2023
Q2 | – | Sell |
-7,763
| Closed | -$459K | – | 1630 |
|
|
2023
Q1 | $459K | Buy |
7,763
+4,230
| +120% | +$250K | 0.01% | 844 |
|
|
2022
Q4 | $206K | Buy |
+3,533
| New | +$206K | 0.01% | 1244 |
|
|
2022
Q1 | – | Sell |
-5,041
| Closed | -$355K | – | 1490 |
|
|
2021
Q4 | $355K | Buy |
5,041
+386
| +8% | +$27.2K | 0.01% | 982 |
|
|
2021
Q3 | $317K | Buy |
+4,655
| New | +$317K | 0.01% | 1010 |
|
|
2021
Q1 | – | Sell |
-5,916
| Closed | -$299K | – | 1406 |
|
|
2020
Q4 | $299K | Sell |
5,916
-537
| -8% | -$27.1K | 0.02% | 758 |
|
|
2020
Q3 | $217K | Buy |
+6,453
| New | +$217K | 0.01% | 818 |
|
|
2020
Q1 | – | Sell |
-5,505
| Closed | -$223K | – | 887 |
|
|
2019
Q4 | $223K | Buy |
+5,505
| New | +$223K | 0.02% | 722 |
|
|
2015
Q1 | – | Sell |
-69
| Closed | -$2 | – | 1738 |
|
|
2014
Q4 | $2 | Buy |
+69
| New | +$2 | ﹤0.01% | 3421 |
|