Straight Path Wealth Management’s B. Riley Financial RILY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $444K | Buy |
|
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $730K | Buy |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $897K | Sell |
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|
2023
Q1 | $642K | Buy |
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|
2022
Q4 | $756K | Buy |
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|
2022
Q3 | $939K | Hold |
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|
2022
Q2 | $891K | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $364K | Buy |
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