Steward Partners Investment Advisory’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
Q4 | – | Sell |
-475
| Closed | -$19.5K | – | 3561 |
|
|
2023
Q3 | $19.5K | Sell |
475
-4,067
| -90% | -$167K | ﹤0.01% | 2320 |
|
|
2023
Q2 | $209K | Sell |
4,542
-5,009
| -52% | -$230K | ﹤0.01% | 1272 |
|
|
2023
Q1 | $271K | Sell |
9,551
-6,758
| -41% | -$192K | ﹤0.01% | 1152 |
|
|
2022
Q4 | $558K | Sell |
16,309
-1,852
| -10% | -$63.3K | 0.01% | 873 |
|
|
2022
Q3 | $809K | Sell |
18,161
-75
| -0.4% | -$3.34K | 0.02% | 686 |
|
|
2022
Q2 | $770K | Sell |
18,236
-1,851
| -9% | -$78.2K | 0.01% | 723 |
|
|
2022
Q1 | $1.41M | Buy |
20,087
+8,707
| +77% | +$609K | 0.02% | 587 |
|
|
2021
Q4 | $1.01M | Buy |
+11,380
| New | +$1.01M | 0.02% | 686 |
|