B. Riley Wealth Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $682K | Buy |
+6,914
| New | +$682K | 0.03% | 422 |
|
2024
Q2 | – | Sell |
-15,612
| Closed | -$1.73M | – | 1593 |
|
2024
Q1 | $1.73M | Buy |
15,612
+5,422
| +53% | +$600K | 0.05% | 393 |
|
2023
Q4 | $1.02M | Sell |
10,190
-5,422
| -35% | -$545K | 0.03% | 518 |
|
2023
Q3 | $1.73M | Buy |
15,612
+1,029
| +7% | +$114K | 0.05% | 393 |
|
2023
Q2 | $1.92M | Sell |
14,583
-3,636
| -20% | -$480K | 0.04% | 382 |
|
2023
Q1 | $3.02M | Buy |
18,219
+414
| +2% | +$68.6K | 0.08% | 246 |
|
2022
Q4 | $2.65M | Sell |
17,805
-1,529
| -8% | -$228K | 0.07% | 272 |
|
2022
Q3 | $2.87M | Buy |
19,334
+3,981
| +26% | +$591K | 0.09% | 233 |
|
2022
Q2 | $2.17M | Sell |
15,353
-4,949
| -24% | -$699K | 0.09% | 227 |
|
2022
Q1 | $4.31M | Sell |
20,302
-2,063
| -9% | -$438K | 0.14% | 155 |
|
2021
Q4 | $5.18M | Buy |
22,365
+1,585
| +8% | +$367K | 0.15% | 147 |
|
2021
Q3 | $4.75M | Buy |
20,780
+1,314
| +7% | +$301K | 0.15% | 152 |
|
2021
Q2 | $4.71M | Buy |
19,466
+1,356
| +7% | +$328K | 0.15% | 157 |
|
2021
Q1 | $3.59M | Buy |
18,110
+6,476
| +56% | +$1.28M | 0.13% | 183 |
|
2020
Q4 | $2.05M | Sell |
11,634
-8,721
| -43% | -$1.54M | 0.11% | 199 |
|
2020
Q3 | $3.21M | Buy |
20,355
+2,085
| +11% | +$328K | 0.17% | 139 |
|
2020
Q2 | $2.19M | Buy |
18,270
+2,769
| +18% | +$332K | 0.15% | 152 |
|
2020
Q1 | $1.44M | Sell |
15,501
-755
| -5% | -$70.2K | 0.12% | 171 |
|
2019
Q4 | $2.09M | Buy |
16,256
+4,249
| +35% | +$545K | 0.18% | 130 |
|
2019
Q3 | $1.28M | Sell |
12,007
-197
| -2% | -$21.1K | 0.13% | 186 |
|
2019
Q2 | $1.06M | Buy |
12,204
+6,072
| +99% | +$526K | 0.12% | 200 |
|
2019
Q1 | $493K | Sell |
6,132
-695
| -10% | -$55.9K | 0.06% | 349 |
|
2018
Q4 | $452K | Sell |
6,827
-910
| -12% | -$60.2K | 0.06% | 329 |
|
2018
Q3 | $683K | Sell |
7,737
-615
| -7% | -$54.3K | 0.08% | 267 |
|
2018
Q2 | $637K | Sell |
8,352
-152
| -2% | -$11.6K | 0.08% | 263 |
|
2018
Q1 | $592K | Buy |
8,504
+777
| +10% | +$54.1K | 0.08% | 266 |
|
2017
Q4 | $505K | Buy |
+7,727
| New | +$505K | 0.07% | 311 |
|
2017
Q3 | – | Sell |
-13,064
| Closed | -$684K | – | 590 |
|
2017
Q2 | $684K | Buy |
13,064
+3,260
| +33% | +$171K | 0.12% | 201 |
|
2017
Q1 | $542K | Buy |
9,804
+6,253
| +176% | +$346K | 0.11% | 221 |
|
2016
Q4 | $257K | Sell |
3,551
-796
| -18% | -$57.6K | 0.05% | 383 |
|
2016
Q3 | $299K | Sell |
4,347
-6,935
| -61% | -$477K | 0.06% | 401 |
|
2016
Q2 | $788K | Buy |
11,282
+450
| +4% | +$31.4K | 0.16% | 165 |
|
2016
Q1 | $891K | Buy |
+10,832
| New | +$891K | 0.21% | 124 |
|
2015
Q4 | – | Sell |
-8,191
| Closed | -$646K | – | 618 |
|
2015
Q3 | $646K | Buy |
8,191
+494
| +6% | +$39K | 0.16% | 179 |
|
2015
Q2 | $629K | Buy |
+7,697
| New | +$629K | 0.16% | 175 |
|
2015
Q1 | – | Sell |
-11,194
| Closed | -$7.46K | – | 1841 |
|
2014
Q4 | $7.46K | Buy |
+11,194
| New | +$7.46K | 0.16% | 148 |
|