Precept 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
Q3 | $205K | Buy |
+5,000
| New | +$205K | 0.16% | 19 |
|
|
2022
Q1 | – | Sell |
-15,000
| Closed | -$1.33M | – | 62 |
|
|
2021
Q4 | $1.33M | Sell |
15,000
-15,000
| -50% | -$1.33M | 0.52% | 23 |
|
|
2021
Q3 | $1.77M | Sell |
30,000
-8,000
| -21% | -$472K | 0.83% | 19 |
|
|
2021
Q2 | $2.87M | Sell |
38,000
-30,801
| -45% | -$2.33M | 1.2% | 10 |
|
|
2021
Q1 | $3.88M | Buy |
68,801
+48,801
| +244% | +$2.75M | 2.64% | 10 |
|
|
2020
Q4 | $884K | Hold |
20,000
| – | – | 0.36% | 36 |
|
|
2020
Q3 | $501K | Hold |
20,000
| – | – | 0.12% | 42 |
|
|
2020
Q2 | $435K | Sell |
20,000
-20,000
| -50% | -$435K | 0.08% | 44 |
|
|
2020
Q1 | $737K | Buy |
40,000
+10,000
| +33% | +$184K | 0.09% | 43 |
|
|
2019
Q4 | $755K | Buy |
+30,000
| New | +$755K | 0.36% | 48 |
|