Davies Financial 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
$459K Hold
154,495
0.36% 57
2025
Q1
$598K Hold
154,495
0.51% 40
2024
Q4
$709K Sell
154,495
-67,465
-30% -$310K 0.6% 36
2024
Q3
$1.17M Buy
221,960
+108,215
+95% +$568K 1.02% 21
2024
Q2
$2.01M Buy
+113,745
New +$2.01M 1.87% 16