Bank of Montreal’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 | $35.6K | Sell |
12,002
-2,819
| -19% | -$8.37K | ﹤0.01% | 2900 |
|
|
2025
Q1 | $57.4K | Buy |
14,821
+2,819
| +23% | +$10.9K | ﹤0.01% | 2766 |
|
|
2024
Q4 | $55.1K | Hold |
12,002
| – | – | ﹤0.01% | 2777 |
|
|
2024
Q3 | $63.7K | Buy |
+12,002
| New | +$63.7K | ﹤0.01% | 3034 |
|
|
2022
Q2 | – | Sell |
-4,202
| Closed | -$304K | – | 3789 |
|
|
2022
Q1 | $304K | Buy |
4,202
+77
| +2% | +$5.57K | ﹤0.01% | 2725 |
|
|
2021
Q4 | $371K | Sell |
4,125
-725
| -15% | -$65.2K | ﹤0.01% | 2541 |
|
|
2021
Q3 | $293K | Sell |
4,850
-80,210
| -94% | -$4.85M | ﹤0.01% | 2958 |
|
|
2021
Q2 | $6.36M | Buy |
85,060
+84,484
| +14,667% | +$6.32M | ﹤0.01% | 1406 |
|
|
2021
Q1 | $35K | Sell |
576
-2,338
| -80% | -$142K | ﹤0.01% | 3460 |
|
|
2020
Q4 | $132K | Buy |
2,914
+2,036
| +232% | +$92.2K | ﹤0.01% | 2990 |
|
|
2020
Q3 | $23K | Sell |
878
-763
| -46% | -$20K | ﹤0.01% | 3372 |
|
|
2020
Q2 | $35K | Buy |
1,641
+1,409
| +607% | +$30.1K | ﹤0.01% | 3231 |
|
|
2020
Q1 | $4K | Sell |
232
-2,663
| -92% | -$45.9K | ﹤0.01% | 3427 |
|
|
2019
Q4 | $73K | Buy |
2,895
+863
| +42% | +$21.8K | ﹤0.01% | 3136 |
|
|
2019
Q3 | $48K | Buy |
2,032
+104
| +5% | +$2.46K | ﹤0.01% | 3159 |
|
|
2019
Q2 | $40K | Buy |
+1,928
| New | +$40K | ﹤0.01% | 3343 |
|
|
2019
Q1 | – | Sell |
-9,005
| Closed | -$128K | – | 4147 |
|
|
2018
Q4 | $128K | Buy |
9,005
+142
| +2% | +$2.02K | ﹤0.01% | 2526 |
|
|
2018
Q3 | $201K | Sell |
8,863
-2
| -0% | -$45 | ﹤0.01% | 2471 |
|
|
2018
Q2 | $199K | Buy |
8,865
+143
| +2% | +$3.21K | ﹤0.01% | 2479 |
|
|
2018
Q1 | $170K | Hold |
8,722
| – | – | ﹤0.01% | 2480 |
|
|
2017
Q4 | $158K | Hold |
8,722
| – | – | ﹤0.01% | 2514 |
|
|
2017
Q3 | $148K | Buy |
8,722
+982
| +13% | +$16.7K | ﹤0.01% | 2560 |
|
|
2017
Q2 | $143K | Buy |
+7,740
| New | +$143K | ﹤0.01% | 2568 |
|