HWAM
Hennion & Walsh Asset Management’s B. Riley Financial RILY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,111
| Closed | -$46.9K | – | 946 |
|
|
2025
Q1 | $46.9K | Sell |
12,111
-237
| -2% | -$917 | ﹤0.01% | 863 |
|
|
2024
Q4 | $56.7K | Buy |
12,348
+114
| +0.9% | +$523 | ﹤0.01% | 849 |
|
|
2024
Q3 | $64.2K | Sell |
12,234
-46
| -0.4% | -$241 | ﹤0.01% | 865 |
|
|
2024
Q2 | $217K | Sell |
12,280
-67
| -0.5% | -$1.18K | 0.01% | 792 |
|
|
2024
Q1 | $261K | Sell |
12,347
-5,037
| -29% | -$107K | 0.01% | 737 |
|
|
2023
Q4 | $365K | Buy |
17,384
+462
| +3% | +$9.7K | 0.02% | 627 |
|
|
2023
Q3 | $694K | Buy |
16,922
+2,592
| +18% | +$106K | 0.04% | 441 |
|
|
2023
Q2 | $659K | Sell |
14,330
-757
| -5% | -$34.8K | 0.04% | 443 |
|
|
2023
Q1 | $428K | Sell |
15,087
-214
| -1% | -$6.07K | 0.03% | 540 |
|
|
2022
Q4 | $523K | Sell |
15,301
-780
| -5% | -$26.7K | 0.03% | 491 |
|
|
2022
Q3 | $716K | Buy |
16,081
+247
| +2% | +$11K | 0.05% | 404 |
|
|
2022
Q2 | $669K | Buy |
15,834
+3,408
| +27% | +$144K | 0.04% | 422 |
|
|
2022
Q1 | $869K | Buy |
12,426
+2,197
| +21% | +$154K | 0.05% | 376 |
|
|
2021
Q4 | $909K | Buy |
10,229
+4,194
| +69% | +$373K | 0.04% | 384 |
|
|
2021
Q3 | $356K | Buy |
+6,035
| New | +$356K | 0.02% | 594 |
|