B. Riley Wealth Advisors’s SHF Holdings SHFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.2K | Buy |
1,576
+401
| +34% | +$3.61K | ﹤0.01% | 1133 |
|
|
2024
Q3 | $12.5K | Hold |
1,175
| – | – | ﹤0.01% | 1258 |
|
|
2024
Q2 | $12.6K | Buy |
1,175
+479
| +69% | +$5.13K | ﹤0.01% | 1375 |
|
|
2024
Q1 | $11K | Sell |
696
-1,104
| -61% | -$17.5K | ﹤0.01% | 1435 |
|
|
2023
Q4 | $51.1K | Buy |
1,800
+1,104
| +159% | +$31.4K | ﹤0.01% | 1351 |
|
|
2023
Q3 | $11K | Sell |
696
-554
| -44% | -$8.76K | ﹤0.01% | 1435 |
|
|
2023
Q2 | $13.2K | Sell |
1,250
-393
| -24% | -$4.17K | ﹤0.01% | 1517 |
|
|
2023
Q1 | $16.8K | Buy |
+1,643
| New | +$16.8K | ﹤0.01% | 1476 |
|