B. Riley Wealth Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $632K | Sell |
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|
2024
Q2 | $848K | Sell |
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|
2024
Q1 | $653K | Buy |
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|
2023
Q4 | $733K | Sell |
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|
2023
Q3 | $653K | Buy |
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|
2023
Q2 | $687K | Sell |
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|
2023
Q1 | $718K | Buy |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $292K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $370K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $364K | Sell |
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|
2020
Q3 | $726K | Buy |
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|
2020
Q2 | $579K | Sell |
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|
2020
Q1 | $587K | Buy |
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|
2019
Q4 | $434K | Buy |
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|
2019
Q3 | $348K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $25 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $20.7K | Buy |
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