Leavell Investment 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 |
-10,700
| Closed | -$439K | – | 472 |
|
|
2023
Q3 | $439K | Sell |
10,700
-600
| -5% | -$24.6K | 0.03% | 342 |
|
|
2023
Q2 | $520K | Buy |
11,300
+2,000
| +22% | +$92K | 0.04% | 326 |
|
|
2023
Q1 | $264K | Buy |
9,300
+900
| +11% | +$25.5K | 0.02% | 401 |
|
|
2022
Q4 | $287K | Sell |
8,400
-125
| -1% | -$4.27K | 0.02% | 379 |
|
|
2022
Q3 | $380K | Buy |
8,525
+1,350
| +19% | +$60.2K | 0.03% | 344 |
|
|
2022
Q2 | $303K | Hold |
7,175
| – | – | 0.02% | 367 |
|
|
2022
Q1 | $502K | Buy |
7,175
+3,800
| +113% | +$266K | 0.03% | 308 |
|
|
2021
Q4 | $300K | Buy |
+3,375
| New | +$300K | 0.02% | 380 |
|