Cresset Asset Management’s B. Riley Financial RILY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,637
| Closed | -$354K | – | 1845 |
|
|
2023
Q3 | $354K | Buy |
8,637
+44
| +0.5% | +$1.8K | ﹤0.01% | 1330 |
|
|
2023
Q2 | $395K | Buy |
8,593
+31
| +0.4% | +$1.43K | ﹤0.01% | 1258 |
|
|
2023
Q1 | $243K | Hold |
8,562
| – | – | ﹤0.01% | 698 |
|
|
2022
Q4 | $293K | Sell |
8,562
-447
| -5% | -$15.3K | ﹤0.01% | 535 |
|
|
2022
Q3 | $401K | Buy |
9,009
+9
| +0.1% | +$401 | 0.01% | 575 |
|
|
2022
Q2 | $380K | Hold |
9,000
| – | – | ﹤0.01% | 641 |
|
|
2022
Q1 | $630K | Sell |
9,000
-6
| -0.1% | -$420 | 0.01% | 536 |
|
|
2021
Q4 | $801K | Buy |
+9,006
| New | +$801K | 0.01% | 525 |
|