Charles Schwab’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 | $2.05M | Buy |
690,887
+273,732
| +66% | +$813K | ﹤0.01% | 2660 |
|
|
2025
Q1 | $1.61M | Buy |
417,155
+219,114
| +111% | +$848K | ﹤0.01% | 2684 |
|
|
2024
Q4 | $909K | Sell |
198,041
-69,535
| -26% | -$319K | ﹤0.01% | 2945 |
|
|
2024
Q3 | $1.4M | Sell |
267,576
-69,708
| -21% | -$366K | ﹤0.01% | 2808 |
|
|
2024
Q2 | $5.95M | Sell |
337,284
-56,841
| -14% | -$1M | ﹤0.01% | 2279 |
|
|
2024
Q1 | $8.34M | Buy |
394,125
+67,697
| +21% | +$1.43M | ﹤0.01% | 2073 |
|
|
2023
Q4 | $6.85M | Buy |
326,428
+49,973
| +18% | +$1.05M | ﹤0.01% | 2180 |
|
|
2023
Q3 | $11.3M | Buy |
276,455
+27,584
| +11% | +$1.13M | ﹤0.01% | 1842 |
|
|
2023
Q2 | $11.4M | Buy |
248,871
+23,368
| +10% | +$1.07M | ﹤0.01% | 1852 |
|
|
2023
Q1 | $6.4M | Buy |
225,503
+27,042
| +14% | +$768K | ﹤0.01% | 2090 |
|
|
2022
Q4 | $6.79M | Buy |
198,461
+24,465
| +14% | +$837K | ﹤0.01% | 2045 |
|
|
2022
Q3 | $7.75M | Buy |
173,996
+19,660
| +13% | +$875K | ﹤0.01% | 1978 |
|
|
2022
Q2 | $6.52M | Buy |
154,336
+16,883
| +12% | +$713K | ﹤0.01% | 2067 |
|
|
2022
Q1 | $9.62M | Buy |
137,453
+15,280
| +13% | +$1.07M | ﹤0.01% | 1978 |
|
|
2021
Q4 | $10.9M | Buy |
122,173
+602
| +0.5% | +$53.5K | ﹤0.01% | 1957 |
|
|
2021
Q3 | $7.18M | Sell |
121,571
-5,159
| -4% | -$305K | ﹤0.01% | 2198 |
|
|
2021
Q2 | $9.57M | Buy |
126,730
+1,427
| +1% | +$108K | ﹤0.01% | 2026 |
|
|
2021
Q1 | $7.07M | Buy |
125,303
+12,015
| +11% | +$677K | ﹤0.01% | 2126 |
|
|
2020
Q4 | $5.01M | Buy |
113,288
+254
| +0.2% | +$11.2K | ﹤0.01% | 2216 |
|
|
2020
Q3 | $2.83M | Sell |
113,034
-5,219
| -4% | -$131K | ﹤0.01% | 2364 |
|
|
2020
Q2 | $2.57M | Sell |
118,253
-59,736
| -34% | -$1.3M | ﹤0.01% | 2331 |
|
|
2020
Q1 | $3.28M | Buy |
177,989
+76,572
| +76% | +$1.41M | ﹤0.01% | 2046 |
|
|
2019
Q4 | $2.55M | Buy |
101,417
+2,061
| +2% | +$51.9K | ﹤0.01% | 2345 |
|
|
2019
Q3 | $2.35M | Buy |
99,356
+51,218
| +106% | +$1.21M | ﹤0.01% | 2333 |
|
|
2019
Q2 | $1.01M | Buy |
48,138
+1,697
| +4% | +$35.4K | ﹤0.01% | 2569 |
|
|
2019
Q1 | $776K | Hold |
46,441
| – | – | ﹤0.01% | 2627 |
|
|
2018
Q4 | $660K | Buy |
46,441
+2,100
| +5% | +$29.8K | ﹤0.01% | 2663 |
|
|
2018
Q3 | $1.01M | Hold |
44,341
| – | – | ﹤0.01% | 2621 |
|
|
2018
Q2 | $1M | Sell |
44,341
-3,961
| -8% | -$89.3K | ﹤0.01% | 2585 |
|
|
2018
Q1 | $942K | Buy |
48,302
+10,000
| +26% | +$195K | ﹤0.01% | 2534 |
|
|
2017
Q4 | $694K | Hold |
38,302
| – | – | ﹤0.01% | 2634 |
|
|
2017
Q3 | $654K | Buy |
38,302
+19,300
| +102% | +$330K | ﹤0.01% | 2642 |
|
|
2017
Q2 | $353K | Buy |
19,002
+5,502
| +41% | +$102K | ﹤0.01% | 2809 |
|
|
2017
Q1 | $203K | Hold |
13,500
| – | – | ﹤0.01% | 2928 |
|
|
2016
Q4 | $250K | Sell |
13,500
-135
| -1% | -$2.5K | ﹤0.01% | 2903 |
|
|
2016
Q3 | $181K | Hold |
13,635
| – | – | ﹤0.01% | 2935 |
|
|
2016
Q2 | $130K | Buy |
+13,635
| New | +$130K | ﹤0.01% | 3032 |
|