Morgan Stanley’s BRC Group Holdings RILY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $259K | Sell |
35,424
-5,629
| -14% | -$42K | ﹤0.01% | 5763 |
|
|
2025
Q4 | $192K | Buy |
41,053
+27,184
| +196% | +$135K | ﹤0.01% | 5950 |
|
|
2025
Q3 | $82.9K | Sell |
13,869
-3,335
| -19% | -$18.4K | ﹤0.01% | 6238 |
|
|
2025
Q2 | $51.1K | Sell |
17,204
-26,254
| -60% | -$80.7K | ﹤0.01% | 6352 |
|
|
2025
Q1 | $168K | Sell |
43,458
-56,811
| -57% | -$258K | ﹤0.01% | 5809 |
|
|
2024
Q4 | $460K | Buy |
100,269
+9,678
| +11% | +$50.5K | ﹤0.01% | 5448 |
|
|
2024
Q3 | $476K | Sell |
90,591
-216,630
| -71% | -$2.4M | ﹤0.01% | 5425 |
|
|
2024
Q2 | $5.42M | Buy |
307,221
+72,555
| +31% | +$1.87M | ﹤0.01% | 3809 |
|
|
2024
Q1 | $4.97M | Sell |
234,666
-352,518
| -60% | -$7.08M | ﹤0.01% | 3916 |
|
|
2023
Q4 | $12.3M | Buy |
587,184
+462,496
| +371% | +$13.5M | ﹤0.01% | 3745 |
|
|
2023
Q3 | $5.11M | Buy |
124,688
+10,254
| +9% | +$505K | ﹤0.01% | 3721 |
|
|
2023
Q2 | $5.26M | Sell |
114,434
-114,712
| -50% | -$4.04M | ﹤0.01% | 3735 |
|
|
2023
Q1 | $6.51M | Buy |
229,146
+120,402
| +111% | +$4.56M | ﹤0.01% | 3551 |
|
|
2022
Q4 | $3.72M | Sell |
108,744
-21,012
| -16% | -$881K | ﹤0.01% | 4000 |
|
|
2022
Q3 | $5.78M | Sell |
129,756
-22,171
| -15% | -$1.11M | ﹤0.01% | 3551 |
|
|
2022
Q2 | $6.42M | Sell |
151,927
-106,656
| -41% | -$5.6M | ﹤0.01% | 3523 |
|
|
2022
Q1 | $18.1M | Buy |
258,583
+86,131
| +50% | +$5.83M | ﹤0.01% | 2225 |
|
|
2021
Q4 | $15.3M | Buy |
172,452
+34,456
| +25% | +$2.52M | ﹤0.01% | 2462 |
|
|
2021
Q3 | $8.15M | Sell |
137,996
-68,479
| -33% | -$4.49M | ﹤0.01% | 3137 |
|
|
2021
Q2 | $15.6M | Buy |
206,475
+203,451
| +6,728% | +$14.2M | ﹤0.01% | 2449 |
|
|
2021
Q1 | $171K | Sell |
3,024
-12,491
| -81% | -$673K | ﹤0.01% | 5752 |
|
|
2020
Q4 | $686K | Buy |
15,515
+7,924
| +104% | +$255K | ﹤0.01% | 4882 |
|
|
2020
Q3 | $190K | Sell |
7,591
-8,531
| -53% | -$215K | ﹤0.01% | 5146 |
|
|
2020
Q2 | $351K | Buy |
16,122
+9,716
| +152% | +$186K | ﹤0.01% | 4789 |
|
|
2020
Q1 | $118K | Sell |
6,406
-26,164
| -80% | -$616K | ﹤0.01% | 5118 |
|
|
2019
Q4 | $821K | Buy |
32,570
+21,606
| +197% | +$568K | ﹤0.01% | 4648 |
|
|
2019
Q3 | $259K | Buy |
10,964
+681
| +7% | +$14.4K | ﹤0.01% | 4999 |
|
|
2019
Q2 | $214K | Sell |
10,283
-16,540
| -62% | -$316K | ﹤0.01% | 4997 |
|
|
2019
Q1 | $448K | Sell |
26,823
-23,915
| -47% | -$381K | ﹤0.01% | 4600 |
|
|
2018
Q4 | $720K | Buy |
50,738
+6,923
| +16% | +$127K | ﹤0.01% | 4533 |
|
|
2018
Q3 | $992K | Sell |
43,815
-10,570
| -19% | -$236K | ﹤0.01% | 4543 |
|
|
2018
Q2 | $1.23M | Buy |
54,385
+11,403
| +27% | +$237K | ﹤0.01% | 4473 |
|
|
2018
Q1 | $838K | Buy |
42,982
+1,594
| +4% | +$30.2K | ﹤0.01% | 4674 |
|
|
2017
Q4 | $749K | Buy |
41,388
+13,284
| +47% | +$232K | ﹤0.01% | 4742 |
|
|
2017
Q3 | $479K | Buy |
28,104
+15,301
| +120% | +$266K | ﹤0.01% | 4905 |
|
|
2017
Q2 | $237K | Buy |
12,803
+610
| +5% | +$9.33K | ﹤0.01% | 5243 |
|
|
2017
Q1 | $183K | Sell |
12,193
-14,854
| -55% | -$251K | ﹤0.01% | 5360 |
|
|
2016
Q4 | $499K | Buy |
27,047
+25,330
| +1,475% | +$383K | ﹤0.01% | 4931 |
|
|
2016
Q3 | $23K | Buy |
+1,717
| New | +$17.4K | ﹤0.01% | 5869 |
|
|
2016
Q2 | – | Sell |
-4,277
| Closed | -$44K | – | 6631 |
|
|
2016
Q1 | $44K | Buy |
4,277
+4,249
| +15,175% | +$40.9K | ﹤0.01% | 5667 |
|
|
2015
Q4 | $0 | Buy |
+28
| New | +$273 | ﹤0.01% | 6769 |
|
Other funds holding RILY
DT
VCM
