Creative Planning’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
Q4 | – | Sell |
-40,087
| Closed | -$210K | – | 3635 |
|
|
2024
Q3 | $210K | Buy |
40,087
+1,388
| +4% | +$7.29K | ﹤0.01% | 2795 |
|
|
2024
Q2 | $683K | Buy |
38,699
+293
| +0.8% | +$5.17K | ﹤0.01% | 1693 |
|
|
2024
Q1 | $813K | Buy |
38,406
+2,382
| +7% | +$50.4K | ﹤0.01% | 1486 |
|
|
2023
Q4 | $756K | Buy |
36,024
+19,874
| +123% | +$417K | ﹤0.01% | 1415 |
|
|
2023
Q3 | $662K | Sell |
16,150
-954
| -6% | -$39.1K | ﹤0.01% | 1377 |
|
|
2023
Q2 | $786K | Buy |
+17,104
| New | +$786K | ﹤0.01% | 1254 |
|
|
2023
Q1 | – | Sell |
-14,529
| Closed | -$497K | – | 2627 |
|
|
2022
Q4 | $497K | Buy |
14,529
+9,328
| +179% | +$319K | ﹤0.01% | 1428 |
|
|
2022
Q3 | $232K | Buy |
+5,201
| New | +$232K | ﹤0.01% | 1798 |
|
|
2017
Q3 | – | Sell |
-113
| Closed | -$2K | – | 3236 |
|
|
2017
Q2 | $2K | Buy |
+113
| New | +$2K | ﹤0.01% | 4236 |
|