LPL Financial’s B. Riley Financial RILY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,794
| Closed | -$229K | – | 4995 |
|
|
2024
Q1 | $229K | Buy |
+10,794
| New | +$229K | ﹤0.01% | 4337 |
|
|
2023
Q4 | – | Sell |
-11,732
| Closed | -$481K | – | 4800 |
|
|
2023
Q3 | $481K | Buy |
11,732
+1,861
| +19% | +$76.3K | ﹤0.01% | 3490 |
|
|
2023
Q2 | $454K | Buy |
+9,871
| New | +$454K | ﹤0.01% | 3492 |
|
|
2023
Q1 | – | Sell |
-6,236
| Closed | -$213K | – | 4534 |
|
|
2022
Q4 | $213K | Sell |
6,236
-56
| -0.9% | -$1.92K | ﹤0.01% | 3906 |
|
|
2022
Q3 | $280K | Buy |
6,292
+509
| +9% | +$22.7K | ﹤0.01% | 3626 |
|
|
2022
Q2 | $244K | Buy |
5,783
+926
| +19% | +$39.1K | ﹤0.01% | 3771 |
|
|
2022
Q1 | $340K | Sell |
4,857
-2,811
| -37% | -$197K | ﹤0.01% | 3475 |
|
|
2021
Q4 | $681K | Sell |
7,668
-833
| -10% | -$74K | ﹤0.01% | 2997 |
|
|
2021
Q3 | $502K | Sell |
8,501
-478
| -5% | -$28.2K | ﹤0.01% | 3192 |
|
|
2021
Q2 | $678K | Sell |
8,979
-4,439
| -33% | -$335K | ﹤0.01% | 2881 |
|
|
2021
Q1 | $757K | Sell |
13,418
-3,261
| -20% | -$184K | ﹤0.01% | 2652 |
|
|
2020
Q4 | $738K | Sell |
16,679
-1,967
| -11% | -$87K | ﹤0.01% | 2424 |
|
|
2020
Q3 | $467K | Sell |
18,646
-592
| -3% | -$14.8K | ﹤0.01% | 2514 |
|
|
2020
Q2 | $419K | Buy |
19,238
+223
| +1% | +$4.86K | ﹤0.01% | 2536 |
|
|
2020
Q1 | $350K | Buy |
19,015
+466
| +3% | +$8.58K | ﹤0.01% | 2356 |
|
|
2019
Q4 | $467K | Buy |
18,549
+2,093
| +13% | +$52.7K | ﹤0.01% | 2430 |
|
|
2019
Q3 | $389K | Sell |
16,456
-149
| -0.9% | -$3.52K | ﹤0.01% | 2467 |
|
|
2019
Q2 | $346K | Sell |
16,605
-222
| -1% | -$4.63K | ﹤0.01% | 2567 |
|
|
2019
Q1 | $281K | Buy |
16,827
+60
| +0.4% | +$1K | ﹤0.01% | 2688 |
|
|
2018
Q4 | $238K | Hold |
16,767
| – | – | ﹤0.01% | 2652 |
|
|
2018
Q3 | $380K | Hold |
16,767
| – | – | ﹤0.01% | 2450 |
|
|
2018
Q2 | $378K | Buy |
16,767
+194
| +1% | +$4.37K | ﹤0.01% | 2420 |
|
|
2018
Q1 | $323K | Sell |
16,573
-5,193
| -24% | -$101K | ﹤0.01% | 2523 |
|
|
2017
Q4 | $394K | Buy |
21,766
+78
| +0.4% | +$1.41K | ﹤0.01% | 2243 |
|
|
2017
Q3 | $370K | Buy |
+21,688
| New | +$370K | ﹤0.01% | 2178 |
|
|
2016
Q4 | – | Sell |
-10,795
| Closed | -$142K | – | 2762 |
|
|
2016
Q3 | $142K | Buy |
+10,795
| New | +$142K | ﹤0.01% | 2474 |
|