B. Riley Wealth Advisors’s BRC Group Holdings RILY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$334K	Sell	49,020 -2,050	-4%	-$15.3K	0.02%	549
2025 Q4	$238K	Buy	51,070 +10,200	+25%	+$50.5K	0.01%	796
2025 Q3	$244K	Sell	40,870 -10,895	-21%	-$60.2K	0.01%	805
2025 Q2	$154K	Buy	+51,765	New	+$159K	0.01%	923
2024 Q4	$198K	Sell	43,221 -5,417	-11%	-$28.3K	0.01%	1047
2024 Q3	$253K	Sell	48,638 -28,914	-37%	-$321K	0.01%	1039
2024 Q2	$1.37M	Buy	77,552 +54,721	+240%	+$1.41M	0.03%	439
2024 Q1	$936K	Sell	22,831 -22,219	-49%	-$446K	0.03%	542
2023 Q4	$946K	Buy	45,050 +22,219	+97%	+$650K	0.03%	547
2023 Q3	$936K	Sell	22,831 -1,620	-7%	-$79.8K	0.03%	542
2023 Q2	$1.12M	Sell	24,451 -3,253	-12%	-$114K	0.03%	525
2023 Q1	$787K	Buy	27,704 +3,721	+16%	+$141K	0.02%	626
2022 Q4	$820K	Buy	23,983 +3,865	+19%	+$162K	0.02%	602
2022 Q3	$896K	Buy	20,118 +1,080	+6%	+$54K	0.03%	540
2022 Q2	$805K	Buy	19,038 +12,289	+182%	+$645K	0.03%	487
2022 Q1	$472K	Buy	+6,749	New	+$457K	0.02%	782