Rockefeller Capital 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
Sell
-10,000
Closed -$460K 1759
2023
Q2
$460K Hold
10,000
﹤0.01% 1370
2023
Q1
$283K Buy
10,000
+1,997
+25% +$56.5K ﹤0.01% 1615
2022
Q4
$273K Hold
8,003
﹤0.01% 1520
2022
Q3
$356K Buy
8,003
+3
+0% +$133 ﹤0.01% 1393
2022
Q2
$338K Buy
8,000
+3,000
+60% +$127K ﹤0.01% 1429
2022
Q1
$349K Buy
+5,000
New +$349K ﹤0.01% 1464