Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52K | Hold |
17,510
| – | – | ﹤0.01% | 1276 |
|
|
2025
Q1 | $67.8K | Buy |
17,510
+17,500
| +175,000% | +$67.7K | ﹤0.01% | 1091 |
|
|
2024
Q4 | $46 | Hold |
10
| – | – | ﹤0.01% | 2063 |
|
|
2024
Q3 | $53 | Hold |
10
| – | – | ﹤0.01% | 2010 |
|
|
2024
Q2 | $177 | Hold |
10
| – | – | ﹤0.01% | 1975 |
|
|
2024
Q1 | $350 | Hold |
10
| – | – | ﹤0.01% | 1473 |
|
|
2023
Q4 | $210 | Sell |
10
-10
| -50% | -$210 | ﹤0.01% | 1483 |
|
|
2023
Q3 | $820 | Buy |
20
+10
| +100% | +$410 | ﹤0.01% | 1463 |
|
|
2023
Q2 | $460 | Hold |
10
| – | – | ﹤0.01% | 1307 |
|
|
2023
Q1 | $284 | Hold |
10
| – | – | ﹤0.01% | 1333 |
|
|
2022
Q4 | $342 | Hold |
10
| – | – | ﹤0.01% | 1254 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1337 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1413 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1313 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1203 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$9K | – | 1168 |
|
|
2020
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 738 |
|