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 |
|