CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-566
| Closed | -$24K | – | 3628 |
|
|
2022
Q2 | $24K | Sell |
566
-859
| -60% | -$36.4K | ﹤0.01% | 3273 |
|
|
2022
Q1 | $100K | Sell |
1,425
-11
| -0.8% | -$772 | ﹤0.01% | 2269 |
|
|
2021
Q4 | $128K | Buy |
1,436
+39
| +3% | +$3.48K | ﹤0.01% | 1962 |
|
|
2021
Q3 | $82K | Sell |
1,397
-140
| -9% | -$8.22K | ﹤0.01% | 2233 |
|
|
2021
Q2 | $116K | Sell |
1,537
-6,720
| -81% | -$507K | ﹤0.01% | 1912 |
|
|
2021
Q1 | $466K | Sell |
8,257
-3,383
| -29% | -$191K | 0.01% | 987 |
|
|
2020
Q4 | $515K | Sell |
11,640
-730
| -6% | -$32.3K | 0.01% | 813 |
|
|
2020
Q3 | $315K | Hold |
12,370
| – | – | 0.01% | 859 |
|
|
2020
Q2 | $263K | Sell |
12,370
-2,090
| -14% | -$44.4K | ﹤0.01% | 921 |
|
|
2020
Q1 | $242K | Hold |
14,460
| – | – | 0.01% | 790 |
|
|
2019
Q4 | $362K | Buy |
+14,460
| New | +$362K | 0.01% | 786 |
|