B. Riley Wealth Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $603K | Sell |
8,865
-71
| -0.8% | -$5.29K | 0.03% | 422 |
|
|
2026
Q1 | $642K | Sell |
8,936
-427
| -5% | -$33.9K | 0.04% | 386 |
|
|
2025
Q4 | $782K | Sell |
9,363
-636
| -6% | -$50.8K | 0.04% | 399 |
|
|
2025
Q3 | $757K | Buy |
9,999
+172
| +2% | +$12.9K | 0.04% | 408 |
|
|
2025
Q2 | $680K | Buy |
+9,827
| New | +$603K | 0.03% | 434 |
|
|
2024
Q4 | $687K | Sell |
9,719
-1,297
| -12% | -$92.6K | 0.02% | 576 |
|
|
2024
Q3 | $690K | Sell |
11,016
-8,034
| -42% | -$458K | 0.02% | 613 |
|
|
2024
Q2 | $1.07M | Sell |
19,050
-1,772
| -9% | -$93.9K | 0.03% | 510 |
|
|
2024
Q1 | $853K | Buy |
20,822
+1,524
| +8% | +$75K | 0.02% | 582 |
|
|
2023
Q4 | $890K | Sell |
19,298
-1,524
| -7% | -$62.7K | 0.02% | 571 |
|
|
2023
Q3 | $853K | Buy |
+20,822
| New | +$877K | 0.02% | 582 |
|
|
2023
Q2 | – | Sell |
-11,645
| Closed | -$459K | – | 1630 |
|
|
2023
Q1 | $459K | Buy |
11,645
+6,345
| +120% | +$267K | 0.01% | 844 |
|
|
2022
Q4 | $206K | Buy |
+5,300
| New | +$210K | 0.01% | 1244 |
|
|
2022
Q1 | – | Sell |
-7,562
| Closed | -$355K | – | 1490 |
|
|
2021
Q4 | $355K | Buy |
7,562
+579
| +8% | +$28.1K | 0.01% | 982 |
|
|
2021
Q3 | $317K | Buy |
+6,983
| New | +$311K | 0.01% | 1010 |
|
|
2021
Q1 | – | Sell |
-8,874
| Closed | -$299K | – | 1406 |
|
|
2020
Q4 | $299K | Sell |
8,874
-805
| -8% | -$23.9K | 0.02% | 758 |
|
|
2020
Q3 | $217K | Buy |
+9,679
| New | +$216K | 0.01% | 818 |
|
|
2020
Q1 | – | Sell |
-8,257
| Closed | -$223K | – | 887 |
|
|
2019
Q4 | $223K | Buy |
+8,257
| New | +$216K | 0.02% | 722 |
|
|
2015
Q1 | – | Sell |
-104
| Closed | -$2 | – | 1744 |
|
|
2014
Q4 | $2 | Buy |
+104
| New | +$2.2K | ﹤0.01% | 3430 |
|
Other funds holding SF
AAMU
YIH
DC
WCM
GI
QCM
ERIC
BONH