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 |
|