Algert Global’s B. Riley Financial RILY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-36,513
Closed -$766K 1242
2023
Q4
$766K Sell
36,513
-1,200
-3% -$25.2K 0.03% 689
2023
Q3
$1.55M Sell
37,713
-21,260
-36% -$872K 0.07% 453
2023
Q2
$2.71M Buy
58,973
+27,658
+88% +$1.27M 0.12% 275
2023
Q1
$889K Sell
31,315
-32,685
-51% -$928K 0.04% 676
2022
Q4
$2.19M Buy
+64,000
New +$2.19M 0.12% 268
2022
Q2
Sell
-11,902
Closed -$833K 1352
2022
Q1
$833K Buy
11,902
+8,662
+267% +$606K 0.05% 596
2021
Q4
$288K Buy
+3,240
New +$288K 0.04% 743
2021
Q2
Sell
-11,920
Closed -$672K 509
2021
Q1
$672K Buy
11,920
+3,410
+40% +$192K 0.22% 168
2020
Q4
$376K Sell
8,510
-2,220
-21% -$98.1K 0.11% 265
2020
Q3
$269K Buy
+10,730
New +$269K 0.09% 274