Geneos Wealth Management’s B. Riley Financial RILY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.9K | Buy |
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|
2024
Q4 | $1.15K | Hold |
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|
2024
Q3 | $1.31K | Hold |
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|
2024
Q2 | $4.41K | Hold |
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|
2024
Q1 | $5.29K | Hold |
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|
2023
Q4 | $5.25K | Hold |
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|
2023
Q3 | $10.2K | Hold |
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|
2023
Q2 | $11.5K | Hold |
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|
2023
Q1 | $7.1K | Hold |
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|
2022
Q4 | $8.55K | Hold |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $94K | Hold |
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|
2022
Q1 | $152K | Hold |
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|
2021
Q4 | $193K | Hold |
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|
2021
Q3 | $129K | Hold |
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|
2021
Q2 | $166K | Buy |
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|
2021
Q1 | $147K | Hold |
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|
2020
Q4 | $113K | Sell |
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|
2020
Q3 | $53K | Hold |
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|
2020
Q2 | $44K | Hold |
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|
2020
Q1 | $37K | Buy |
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