B. Riley Wealth Advisors’s B. Riley Financial RILY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154K Buy
+51,765
New +$154K 0.01% 893
2024
Q4
$198K Sell
43,221
-5,417
-11% -$24.9K 0.01% 1047
2024
Q3
$253K Sell
48,638
-28,914
-37% -$151K 0.01% 1039
2024
Q2
$1.37M Buy
77,552
+54,721
+240% +$965K 0.03% 439
2024
Q1
$936K Sell
22,831
-22,219
-49% -$911K 0.03% 542
2023
Q4
$946K Buy
45,050
+22,219
+97% +$466K 0.03% 547
2023
Q3
$936K Sell
22,831
-1,620
-7% -$66.4K 0.03% 542
2023
Q2
$1.12M Sell
24,451
-3,253
-12% -$150K 0.03% 525
2023
Q1
$787K Buy
27,704
+3,721
+16% +$106K 0.02% 626
2022
Q4
$820K Buy
23,983
+3,865
+19% +$132K 0.02% 602
2022
Q3
$896K Buy
20,118
+1,080
+6% +$48.1K 0.03% 540
2022
Q2
$805K Buy
19,038
+12,289
+182% +$520K 0.03% 487
2022
Q1
$472K Buy
+6,749
New +$472K 0.02% 782