B. Riley Wealth Advisors’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$865K Buy
+3,865
New +$865K 0.04% 377
2024
Q4
$572K Sell
3,703
-391
-10% -$60.4K 0.02% 649
2024
Q3
$462K Sell
4,094
-1,433
-26% -$162K 0.01% 771
2024
Q2
$747K Sell
5,527
-15,445
-74% -$2.09M 0.02% 647
2024
Q1
$3.2M Sell
20,972
-7,986
-28% -$1.22M 0.09% 226
2023
Q4
$5.76M Buy
28,958
+7,986
+38% +$1.59M 0.16% 149
2023
Q3
$3.2M Buy
20,972
+8,393
+67% +$1.28M 0.09% 226
2023
Q2
$2.21M Buy
12,579
+5,015
+66% +$883K 0.05% 348
2023
Q1
$1.17M Buy
7,564
+2,677
+55% +$413K 0.03% 494
2022
Q4
$701K Sell
4,887
-602
-11% -$86.4K 0.02% 660
2022
Q3
$933K Buy
5,489
+1,658
+43% +$282K 0.03% 526
2022
Q2
$533K Buy
3,831
+1,867
+95% +$260K 0.02% 630
2022
Q1
$451K Sell
1,964
-15,444
-89% -$3.55M 0.01% 801
2021
Q4
$5.9M Buy
17,408
+1,316
+8% +$446K 0.17% 128
2021
Q3
$4.87M Buy
16,092
+12,642
+366% +$3.82M 0.15% 144
2021
Q2
$835K Buy
3,450
+1,313
+61% +$318K 0.03% 577
2021
Q1
$491K Sell
2,137
-1,901
-47% -$437K 0.02% 739
2020
Q4
$1.14M Buy
+4,038
New +$1.14M 0.06% 294