B. Riley Wealth Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
+3,128
| New | +$1.65M | 0.08% | 237 |
|
|
2024
Q4 | $1.74M | Sell |
3,493
-343
| -9% | -$171K | 0.06% | 305 |
|
|
2024
Q3 | $1.98M | Sell |
3,836
-425
| -10% | -$219K | 0.06% | 317 |
|
|
2024
Q2 | $1.9M | Sell |
4,261
-362
| -8% | -$161K | 0.05% | 353 |
|
|
2024
Q1 | $1.69M | Buy |
4,623
+264
| +6% | +$96.5K | 0.05% | 397 |
|
|
2023
Q4 | $1.92M | Sell |
4,359
-264
| -6% | -$116K | 0.05% | 372 |
|
|
2023
Q3 | $1.69M | Buy |
4,623
+189
| +4% | +$69.1K | 0.05% | 397 |
|
|
2023
Q2 | $1.78M | Sell |
4,434
-518
| -10% | -$208K | 0.04% | 404 |
|
|
2023
Q1 | $1.71M | Buy |
4,952
+480
| +11% | +$165K | 0.05% | 389 |
|
|
2022
Q4 | $1.5M | Buy |
4,472
+792
| +22% | +$265K | 0.04% | 414 |
|
|
2022
Q3 | $1.13M | Buy |
3,680
+603
| +20% | +$185K | 0.03% | 472 |
|
|
2022
Q2 | $1.04M | Sell |
3,077
-33
| -1% | -$11.1K | 0.04% | 411 |
|
|
2022
Q1 | $1.28M | Buy |
3,110
+1,524
| +96% | +$625K | 0.04% | 407 |
|
|
2021
Q4 | $749K | Buy |
1,586
+251
| +19% | +$119K | 0.02% | 631 |
|
|
2021
Q3 | $566K | Sell |
1,335
-21
| -2% | -$8.9K | 0.02% | 720 |
|
|
2021
Q2 | $554K | Buy |
1,356
+291
| +27% | +$119K | 0.02% | 720 |
|
|
2021
Q1 | $373K | Buy |
+1,065
| New | +$373K | 0.01% | 879 |
|