Caption Management’s B. Riley Financial RILY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,037
| Closed | -$211K | – | 837 |
|
|
2023
Q4 | $211K | Buy |
+10,037
| New | +$211K | ﹤0.01% | 300 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 736 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 697 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 748 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 785 |
|
|
2021
Q3 | – | Sell |
-20,500
| Closed | -$1.55M | – | 856 |
|
|
2021
Q2 | $1.55M | Buy |
20,500
+2,500
| +14% | +$189K | 0.02% | 143 |
|
|
2021
Q1 | $1.02M | Buy |
+18,000
| New | +$1.02M | 0.02% | 162 |
|