Geneos Wealth Management’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 | – | Sell |
-750
| Closed | -$2.9K | – | 3207 |
|
|
2025
Q1 | $2.9K | Buy |
750
+500
| +200% | +$1.94K | ﹤0.01% | 2892 |
|
|
2024
Q4 | $1.15K | Hold |
250
| – | – | ﹤0.01% | 2738 |
|
|
2024
Q3 | $1.31K | Hold |
250
| – | – | ﹤0.01% | 2387 |
|
|
2024
Q2 | $4.41K | Hold |
250
| – | – | ﹤0.01% | 1750 |
|
|
2024
Q1 | $5.29K | Hold |
250
| – | – | ﹤0.01% | 1701 |
|
|
2023
Q4 | $5.25K | Hold |
250
| – | – | ﹤0.01% | 1717 |
|
|
2023
Q3 | $10.2K | Hold |
250
| – | – | ﹤0.01% | 1563 |
|
|
2023
Q2 | $11.5K | Hold |
250
| – | – | ﹤0.01% | 1539 |
|
|
2023
Q1 | $7.1K | Hold |
250
| – | – | ﹤0.01% | 1639 |
|
|
2022
Q4 | $8.55K | Hold |
250
| – | – | ﹤0.01% | 1572 |
|
|
2022
Q3 | $11K | Sell |
250
-1,925
| -89% | -$84.7K | ﹤0.01% | 1495 |
|
|
2022
Q2 | $94K | Hold |
2,175
| – | – | ﹤0.01% | 1031 |
|
|
2022
Q1 | $152K | Hold |
2,175
| – | – | 0.01% | 918 |
|
|
2021
Q4 | $193K | Hold |
2,175
| – | – | 0.01% | 885 |
|
|
2021
Q3 | $129K | Hold |
2,175
| – | – | ﹤0.01% | 1055 |
|
|
2021
Q2 | $166K | Buy |
2,175
+100
| +5% | +$7.63K | 0.01% | 932 |
|
|
2021
Q1 | $147K | Hold |
2,075
| – | – | ﹤0.01% | 1111 |
|
|
2020
Q4 | $113K | Sell |
2,075
-100
| -5% | -$5.45K | ﹤0.01% | 1089 |
|
|
2020
Q3 | $53K | Hold |
2,175
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q2 | $44K | Hold |
2,175
| – | – | ﹤0.01% | 1272 |
|
|
2020
Q1 | $37K | Buy |
+2,175
| New | +$37K | ﹤0.01% | 1237 |
|