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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
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|
2024
Q4 | $687K | Sell |
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|
2024
Q3 | $690K | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $853K | Buy |
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|
2023
Q4 | $890K | Sell |
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|
2023
Q3 | $853K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $355K | Buy |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2 | Buy |
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