B. Riley Wealth Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+1,079
| New | +$217K | 0.01% | 838 |
|
|
2024
Q4 | $220K | Sell |
1,375
-2,337
| -63% | -$375K | 0.01% | 1000 |
|
|
2024
Q3 | $632K | Sell |
3,712
-1,319
| -26% | -$225K | 0.02% | 660 |
|
|
2024
Q2 | $848K | Sell |
5,031
-307
| -6% | -$51.7K | 0.02% | 595 |
|
|
2024
Q1 | $653K | Buy |
5,338
+324
| +6% | +$39.6K | 0.02% | 667 |
|
|
2023
Q4 | $733K | Sell |
5,014
-324
| -6% | -$47.4K | 0.02% | 640 |
|
|
2023
Q3 | $653K | Buy |
5,338
+246
| +5% | +$30.1K | 0.02% | 667 |
|
|
2023
Q2 | $687K | Sell |
5,092
-230
| -4% | -$31K | 0.02% | 717 |
|
|
2023
Q1 | $718K | Buy |
5,322
+2,256
| +74% | +$305K | 0.02% | 667 |
|
|
2022
Q4 | $363K | Buy |
3,066
+326
| +12% | +$38.6K | 0.01% | 944 |
|
|
2022
Q3 | $292K | Buy |
+2,740
| New | +$292K | 0.01% | 1021 |
|
|
2021
Q4 | – | Sell |
-3,237
| Closed | -$370K | – | 1491 |
|
|
2021
Q3 | $370K | Buy |
+3,237
| New | +$370K | 0.01% | 930 |
|
|
2021
Q1 | – | Sell |
-4,266
| Closed | -$364K | – | 1413 |
|
|
2020
Q4 | $364K | Sell |
4,266
-4,557
| -52% | -$389K | 0.02% | 659 |
|
|
2020
Q3 | $726K | Buy |
8,823
+637
| +8% | +$52.4K | 0.04% | 400 |
|
|
2020
Q2 | $579K | Sell |
8,186
-140
| -2% | -$9.9K | 0.04% | 402 |
|
|
2020
Q1 | $587K | Buy |
8,326
+2,496
| +43% | +$176K | 0.05% | 350 |
|
|
2019
Q4 | $434K | Buy |
5,830
+824
| +16% | +$61.3K | 0.04% | 481 |
|
|
2019
Q3 | $348K | Buy |
+5,006
| New | +$348K | 0.03% | 538 |
|
|
2015
Q1 | – | Sell |
-552
| Closed | -$25 | – | 1863 |
|
|
2014
Q4 | $25 | Buy |
+552
| New | +$25 | ﹤0.01% | 2447 |
|
|
2014
Q3 | – | Sell |
-499
| Closed | -$20.7K | – | 1779 |
|
|
2014
Q2 | $20.7K | Buy |
+499
| New | +$20.7K | ﹤0.01% | 1459 |
|