B. Riley Wealth Advisors’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
+1,506
| New | +$1.16M | 0.05% | 313 |
|
|
2024
Q4 | $459K | Sell |
1,026
-907
| -47% | -$406K | 0.02% | 727 |
|
|
2024
Q3 | $716K | Buy |
1,933
+560
| +41% | +$207K | 0.02% | 602 |
|
|
2024
Q2 | $431K | Buy |
+1,373
| New | +$431K | 0.01% | 884 |
|
|
2023
Q3 | – | Sell |
-1,432
| Closed | -$230K | – | 1618 |
|
|
2023
Q2 | $230K | Buy |
+1,432
| New | +$230K | 0.01% | 1277 |
|
|
2022
Q1 | – | Sell |
-2,628
| Closed | -$615K | – | 1495 |
|
|
2021
Q4 | $615K | Buy |
2,628
+943
| +56% | +$221K | 0.02% | 716 |
|
|
2021
Q3 | $380K | Sell |
1,685
-196
| -10% | -$44.2K | 0.01% | 919 |
|
|
2021
Q2 | $519K | Buy |
1,881
+77
| +4% | +$21.2K | 0.02% | 750 |
|
|
2021
Q1 | $484K | Buy |
1,804
+897
| +99% | +$241K | 0.02% | 743 |
|
|
2020
Q4 | $287K | Buy |
+907
| New | +$287K | 0.02% | 780 |
|
|
2020
Q1 | – | Sell |
-2,503
| Closed | -$375K | – | 890 |
|
|
2019
Q4 | $375K | Sell |
2,503
-496
| -17% | -$74.3K | 0.03% | 519 |
|
|
2019
Q3 | $342K | Sell |
2,999
-159
| -5% | -$18.1K | 0.03% | 541 |
|
|
2019
Q2 | $462K | Sell |
3,158
-703
| -18% | -$103K | 0.05% | 407 |
|
|
2019
Q1 | $537K | Sell |
3,861
-541
| -12% | -$75.2K | 0.07% | 317 |
|
|
2018
Q4 | $501K | Sell |
4,402
-2,077
| -32% | -$236K | 0.07% | 296 |
|
|
2018
Q3 | $1.17M | Buy |
6,479
+4,866
| +302% | +$881K | 0.14% | 165 |
|
|
2018
Q2 | $272K | Buy |
+1,613
| New | +$272K | 0.04% | 507 |
|