Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,744
| Closed | -$440K | – | 1014 |
|
|
2023
Q3 | $440K | Buy |
+10,744
| New | +$440K | 0.02% | 654 |
|
|
2023
Q2 | – | Sell |
-13,433
| Closed | -$381K | – | 967 |
|
|
2023
Q1 | $381K | Buy |
+13,433
| New | +$381K | 0.02% | 647 |
|
|
2022
Q3 | – | Sell |
-7,230
| Closed | -$305K | – | 867 |
|
|
2022
Q2 | $305K | Buy |
+7,230
| New | +$305K | 0.01% | 661 |
|
|
2021
Q3 | – | Sell |
-24,489
| Closed | -$1.9M | – | 913 |
|
|
2021
Q2 | $1.9M | Buy |
24,489
+5,072
| +26% | +$393K | 0.09% | 232 |
|
|
2021
Q1 | $1.11M | Buy |
+19,417
| New | +$1.11M | 0.06% | 308 |
|