Heartland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-137,926
| Closed | -$4.72M | – | 190 |
|
|
2022
Q4 | $4.72M | Buy |
137,926
+76,341
| +124% | +$2.61M | 0.3% | 131 |
|
|
2022
Q3 | $2.74M | Buy |
+61,585
| New | +$2.74M | 0.21% | 146 |
|
|
2021
Q3 | – | Sell |
-51,198
| Closed | -$3.87M | – | 218 |
|
|
2021
Q2 | $3.87M | Sell |
51,198
-256,461
| -83% | -$19.4M | 0.22% | 158 |
|
|
2021
Q1 | $17.3M | Sell |
307,659
-78,541
| -20% | -$4.43M | 1.1% | 12 |
|
|
2020
Q4 | $17.1M | Buy |
386,200
+25,588
| +7% | +$1.13M | 1.22% | 10 |
|
|
2020
Q3 | $9.04M | Buy |
360,612
+15,000
| +4% | +$376K | 0.79% | 41 |
|
|
2020
Q2 | $7.52M | Sell |
345,612
-15,000
| -4% | -$326K | 0.67% | 64 |
|
|
2020
Q1 | $6.64M | Buy |
360,612
+43,883
| +14% | +$808K | 0.71% | 52 |
|
|
2019
Q4 | $7.98M | Buy |
316,729
+63,135
| +25% | +$1.59M | 0.59% | 72 |
|
|
2019
Q3 | $5.99M | Buy |
253,594
+92,168
| +57% | +$2.18M | 0.46% | 99 |
|
|
2019
Q2 | $3.37M | Buy |
+161,426
| New | +$3.37M | 0.25% | 145 |
|