BRWA
B. Riley Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Buy |
+143,474
| New | +$4.15M | 0.19% | 107 |
|
|
2024
Q4 | $5.11M | Sell |
224,560
-72,462
| -24% | -$1.65M | 0.17% | 135 |
|
|
2024
Q3 | $6.54M | Sell |
297,022
-96,133
| -24% | -$2.12M | 0.18% | 124 |
|
|
2024
Q2 | $7.51M | Sell |
393,155
-16,519
| -4% | -$316K | 0.19% | 109 |
|
|
2024
Q1 | $6.15M | Buy |
409,674
+44,189
| +12% | +$664K | 0.17% | 135 |
|
|
2023
Q4 | $6.13M | Sell |
365,485
-44,189
| -11% | -$741K | 0.17% | 138 |
|
|
2023
Q3 | $6.15M | Buy |
409,674
+16,784
| +4% | +$252K | 0.17% | 135 |
|
|
2023
Q2 | $6.27M | Sell |
392,890
-28,732
| -7% | -$458K | 0.14% | 156 |
|
|
2023
Q1 | $8.12M | Sell |
421,622
-4,325
| -1% | -$83.3K | 0.22% | 98 |
|
|
2022
Q4 | $7.84M | Buy |
425,947
+8,944
| +2% | +$165K | 0.22% | 101 |
|
|
2022
Q3 | $6.4M | Buy |
417,003
+117,421
| +39% | +$1.8M | 0.19% | 116 |
|
|
2022
Q2 | $6.28M | Sell |
299,582
-22,583
| -7% | -$474K | 0.26% | 85 |
|
|
2022
Q1 | $7.62M | Sell |
322,165
-1,476
| -0.5% | -$34.9K | 0.25% | 85 |
|
|
2021
Q4 | $7.96M | Sell |
323,641
-39,795
| -11% | -$979K | 0.23% | 93 |
|
|
2021
Q3 | $9.82M | Sell |
363,436
-10,572
| -3% | -$286K | 0.31% | 66 |
|
|
2021
Q2 | $10.8M | Sell |
374,008
-9,890
| -3% | -$285K | 0.35% | 57 |
|
|
2021
Q1 | $11.6M | Buy |
383,898
+74,244
| +24% | +$2.25M | 0.41% | 43 |
|
|
2020
Q4 | $8.91M | Sell |
309,654
-50,794
| -14% | -$1.46M | 0.48% | 44 |
|
|
2020
Q3 | $10.3M | Buy |
360,448
+24,638
| +7% | +$707K | 0.55% | 38 |
|
|
2020
Q2 | $10.2M | Buy |
335,810
+7,426
| +2% | +$225K | 0.68% | 25 |
|
|
2020
Q1 | $9.58M | Buy |
328,384
+31,172
| +10% | +$909K | 0.82% | 22 |
|
|
2019
Q4 | $11.6M | Sell |
297,212
-4,565
| -2% | -$178K | 0.99% | 15 |
|
|
2019
Q3 | $11.4M | Buy |
301,777
+29,363
| +11% | +$1.11M | 1.12% | 13 |
|
|
2019
Q2 | $9.12M | Buy |
272,414
+15,727
| +6% | +$527K | 1% | 13 |
|
|
2019
Q1 | $8.04M | Buy |
256,687
+28,056
| +12% | +$879K | 1% | 11 |
|
|
2018
Q4 | $6.53M | Buy |
228,631
+1,656
| +0.7% | +$47.3K | 0.93% | 17 |
|
|
2018
Q3 | $7.62M | Buy |
226,975
+26,438
| +13% | +$888K | 0.91% | 16 |
|
|
2018
Q2 | $6.44M | Buy |
200,537
+48,669
| +32% | +$1.56M | 0.85% | 15 |
|
|
2018
Q1 | $5.42M | Sell |
151,868
-21,784
| -13% | -$777K | 0.76% | 18 |
|
|
2017
Q4 | $6.75M | Buy |
173,652
+19,911
| +13% | +$774K | 0.91% | 17 |
|
|
2017
Q3 | $6.02M | Buy |
153,741
+9,827
| +7% | +$385K | 1% | 16 |
|
|
2017
Q2 | $5.43M | Buy |
143,914
+1,614
| +1% | +$60.9K | 0.99% | 15 |
|
|
2017
Q1 | $5.92M | Sell |
142,300
-2,157
| -1% | -$89.7K | 1.18% | 11 |
|
|
2016
Q4 | $6.15M | Sell |
144,457
-2,502
| -2% | -$106K | 1.25% | 8 |
|
|
2016
Q3 | $5.05M | Sell |
146,959
-10,110
| -6% | -$347K | 0.99% | 12 |
|
|
2016
Q2 | $5.59M | Sell |
157,069
-2,153
| -1% | -$76.6K | 1.12% | 7 |
|
|
2016
Q1 | $5.04M | Sell |
159,222
-6,637
| -4% | -$210K | 1.16% | 6 |
|
|
2015
Q4 | $5.71M | Buy |
165,859
+19,122
| +13% | +$658K | 1.16% | 7 |
|
|
2015
Q3 | $4.78M | Buy |
146,737
+11,031
| +8% | +$360K | 1.15% | 7 |
|
|
2015
Q2 | $4.82M | Sell |
135,706
-15,578
| -10% | -$554K | 1.2% | 6 |
|
|
2015
Q1 | $4.94M | Sell |
151,284
-68,943
| -31% | -$2.25M | 1.2% | 6 |
|
|
2014
Q4 | $39.1K | Buy |
220,227
+99,675
| +83% | +$17.7K | 0.84% | 10 |
|
|
2014
Q3 | $4.28M | Sell |
120,552
-115,304
| -49% | -$4.1M | 1.11% | 3 |
|
|
2014
Q2 | $4.44M | Buy |
235,856
+126,412
| +116% | +$2.38M | 1.04% | 5 |
|
|
2014
Q1 | $3.84M | Sell |
109,444
-33,197
| -23% | -$1.16M | 1.16% | 6 |
|
|
2013
Q4 | $5.02M | Buy |
142,641
+17,805
| +14% | +$626K | 1.6% | 4 |
|
|
2013
Q3 | $4.22M | Buy |
124,836
+4,216
| +3% | +$143K | 1.44% | 6 |
|
|
2013
Q2 | $4.27M | Buy |
+120,620
| New | +$4.27M | 1.45% | 5 |
|