Carson Wealth (CWM LLC)’s B. Riley Financial RILY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
1,088
+794
| +270% | +$2.19K | ﹤0.01% | 4801 |
|
|
2025
Q1 | $1K | Buy |
294
+246
| +513% | +$837 | ﹤0.01% | 4968 |
|
|
2024
Q4 | $0 | Buy |
48
+31
| +182% | – | ﹤0.01% | 5113 |
|
|
2024
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 5097 |
|
|
2024
Q2 | $0 | Buy |
17
+12
| +240% | – | ﹤0.01% | 4883 |
|
|
2024
Q1 | $0 | Sell |
5
-5
| -50% | – | ﹤0.01% | 4677 |
|
|
2023
Q4 | $0 | Sell |
10
-87
| -90% | – | ﹤0.01% | 4455 |
|
|
2023
Q3 | $4K | Hold |
97
| – | – | ﹤0.01% | 3588 |
|
|
2023
Q2 | $4K | Buy |
97
+87
| +870% | +$3.59K | ﹤0.01% | 3551 |
|
|
2023
Q1 | $0 | Sell |
10
-13
| -57% | – | ﹤0.01% | 4291 |
|
|
2022
Q4 | $1K | Sell |
23
-25
| -52% | -$1.09K | ﹤0.01% | 3814 |
|
|
2022
Q3 | $2K | Buy |
48
+27
| +129% | +$1.13K | ﹤0.01% | 3518 |
|
|
2022
Q2 | $1K | Sell |
21
-37
| -64% | -$1.76K | ﹤0.01% | 3601 |
|
|
2022
Q1 | $4K | Hold |
58
| – | – | ﹤0.01% | 2946 |
|
|
2021
Q4 | $5K | Buy |
+58
| New | +$5K | ﹤0.01% | 2744 |
|