B. Riley Wealth Advisors’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $196K | Buy |
11,256
+1,212
| +12% | +$21.8K | 0.01% | 726 |
|
|
2025
Q4 | $181K | Buy |
+10,044
| New | +$185K | 0.01% | 884 |
|
|
2025
Q3 | – | Sell |
-16,581
| Closed | -$333K | – | 1174 |
|
|
2025
Q2 | $333K | Buy |
+16,581
| New | +$322K | 0.02% | 667 |
|
|
2024
Q4 | $701K | Sell |
36,074
-6,624
| -16% | -$131K | 0.02% | 570 |
|
|
2024
Q3 | $883K | Sell |
42,698
-78,588
| -65% | -$1.57M | 0.02% | 533 |
|
|
2024
Q2 | $2.36M | Sell |
121,286
-20,976
| -15% | -$409K | 0.06% | 304 |
|
|
2024
Q1 | $2.82M | Sell |
142,262
-4,976
| -3% | -$101K | 0.08% | 254 |
|
|
2023
Q4 | $3.17M | Buy |
147,238
+4,976
| +3% | +$97.7K | 0.09% | 243 |
|
|
2023
Q3 | $2.82M | Buy |
142,262
+9,470
| +7% | +$192K | 0.08% | 254 |
|
|
2023
Q2 | $2.64M | Buy |
132,792
+390
| +0.3% | +$6.93K | 0.06% | 299 |
|
|
2023
Q1 | $2.41M | Buy |
132,402
+5,256
| +4% | +$102K | 0.06% | 302 |
|
|
2022
Q4 | $2.39M | Sell |
127,146
-2,074
| -2% | -$41.3K | 0.07% | 299 |
|
|
2022
Q3 | $2.35M | Buy |
129,220
+51,692
| +67% | +$1.17M | 0.07% | 272 |
|
|
2022
Q2 | $1.62M | Buy |
77,528
+7,935
| +11% | +$182K | 0.07% | 290 |
|
|
2022
Q1 | $1.68M | Buy |
69,593
+17,544
| +34% | +$424K | 0.06% | 341 |
|
|
2021
Q4 | $1.27M | Buy |
52,049
+906
| +2% | +$22.8K | 0.04% | 460 |
|
|
2021
Q3 | $1.25M | Buy |
51,143
+4,331
| +9% | +$111K | 0.04% | 452 |
|
|
2021
Q2 | $1.23M | Buy |
46,812
+3,144
| +7% | +$80.1K | 0.04% | 454 |
|
|
2021
Q1 | $1.08M | Buy |
43,668
+13,477
| +45% | +$292K | 0.04% | 455 |
|
|
2020
Q4 | $583K | Buy |
30,191
+507
| +2% | +$8.63K | 0.03% | 491 |
|
|
2020
Q3 | $449K | Buy |
29,684
+15,848
| +115% | +$242K | 0.02% | 572 |
|
|
2020
Q2 | $207K | Buy |
13,836
+1,173
| +9% | +$15.8K | 0.01% | 764 |
|
|
2020
Q1 | $130K | Sell |
12,663
-4,234
| -25% | -$92.8K | 0.01% | 711 |
|
|
2019
Q4 | $421K | Buy |
16,897
+332
| +2% | +$8.13K | 0.04% | 491 |
|
|
2019
Q3 | $402K | Buy |
16,565
+3,510
| +27% | +$82.8K | 0.04% | 481 |
|
|
2019
Q2 | $297K | Buy |
13,055
+830
| +7% | +$18.8K | 0.03% | 569 |
|
|
2019
Q1 | $274K | Buy |
12,225
+34
| +0.3% | +$742 | 0.03% | 537 |
|
|
2018
Q4 | $241K | Buy |
12,191
+1,375
| +13% | +$29.6K | 0.03% | 513 |
|
|
2018
Q3 | $233K | Buy |
10,816
+1,317
| +14% | +$29.2K | 0.03% | 591 |
|
|
2018
Q2 | $207K | Buy |
+9,499
| New | +$204K | 0.03% | 603 |
|
|
2018
Q1 | – | Sell |
-9,385
| Closed | -$201K | – | 710 |
|
|
2017
Q4 | $201K | Buy |
+9,385
| New | +$203K | 0.03% | 582 |
|
|
2015
Q1 | – | Sell |
-3,120
| Closed | -$73 | – | 1811 |
|
|
2014
Q4 | $73 | Buy |
+3,120
| New | +$71.7K | ﹤0.01% | 1890 |
|
|
2014
Q3 | – | Sell |
-1,523
| Closed | -$36.2K | – | 1731 |
|
|
2014
Q2 | $36.2K | Buy |
+1,523
| New | +$36.3K | 0.01% | 1164 |
|
Other funds holding STWD
VCM
VPM
ACM
