Advisors Asset Management’s B. Riley Financial RILY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,741
| Closed | -$58K | – | 1473 |
|
|
2024
Q1 | $58K | Sell |
2,741
-2,961
| -52% | -$62.7K | ﹤0.01% | 1269 |
|
|
2023
Q4 | $120K | Sell |
5,702
-5,047
| -47% | -$106K | ﹤0.01% | 1180 |
|
|
2023
Q3 | $441K | Sell |
10,749
-709
| -6% | -$29.1K | 0.01% | 932 |
|
|
2023
Q2 | $527K | Sell |
11,458
-35,621
| -76% | -$1.64M | 0.01% | 921 |
|
|
2023
Q1 | $1.34M | Sell |
47,079
-26,962
| -36% | -$765K | 0.03% | 653 |
|
|
2022
Q4 | $2.53M | Sell |
74,041
-35,676
| -33% | -$1.22M | 0.05% | 434 |
|
|
2022
Q3 | $4.89M | Sell |
109,717
-1,278
| -1% | -$56.9K | 0.1% | 223 |
|
|
2022
Q2 | $4.69M | Buy |
110,995
+14,566
| +15% | +$615K | 0.09% | 253 |
|
|
2022
Q1 | $6.75M | Buy |
96,429
+38,625
| +67% | +$2.7M | 0.1% | 205 |
|
|
2021
Q4 | $5.14M | Buy |
57,804
+32,516
| +129% | +$2.89M | 0.07% | 279 |
|
|
2021
Q3 | $1.49M | Buy |
+25,288
| New | +$1.49M | 0.02% | 686 |
|