B. Riley Wealth Advisors’s StoneCo STNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-33,886
| Closed | -$320K | – | 1612 |
|
|
2022
Q4 | $320K | Buy |
+33,886
| New | +$320K | 0.01% | 1020 |
|
|
2021
Q2 | – | Sell |
-42,064
| Closed | -$2.58M | – | 1457 |
|
|
2021
Q1 | $2.58M | Buy |
42,064
+14,328
| +52% | +$877K | 0.09% | 257 |
|
|
2020
Q4 | $2.33M | Buy |
27,736
+7,167
| +35% | +$602K | 0.12% | 180 |
|
|
2020
Q3 | $1.09M | Buy |
+20,569
| New | +$1.09M | 0.06% | 292 |
|