SBIA
Sheaff Brock Investment Advisors’s B. Riley Financial RILY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,830
| Closed | -$234K | – | 514 |
|
|
2022
Q4 | $234K | Buy |
6,830
+90
| +1% | +$3.08K | 0.02% | 385 |
|
|
2022
Q3 | $300K | Hold |
6,740
| – | – | 0.03% | 325 |
|
|
2022
Q2 | $285K | Buy |
6,740
+230
| +4% | +$9.73K | 0.02% | 348 |
|
|
2022
Q1 | $456K | Buy |
6,510
+10
| +0.2% | +$700 | 0.03% | 286 |
|
|
2021
Q4 | $578K | Sell |
6,500
-600
| -8% | -$53.4K | 0.04% | 246 |
|
|
2021
Q3 | $419K | Buy |
7,100
+1,000
| +16% | +$59K | 0.03% | 297 |
|
|
2021
Q2 | $461K | Buy |
6,100
+300
| +5% | +$22.7K | 0.03% | 279 |
|
|
2021
Q1 | $327K | Buy |
5,800
+300
| +5% | +$16.9K | 0.03% | 331 |
|
|
2020
Q4 | $243K | Buy |
+5,500
| New | +$243K | 0.02% | 372 |
|