Straight Path Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
90,500
-3,000
| -3% | -$8.91K | 0.09% | 94 |
|
|
2025
Q1 | $362K | Buy |
93,500
+10,200
| +12% | +$39.5K | 0.15% | 64 |
|
|
2024
Q4 | $382K | Sell |
83,300
-1,200
| -1% | -$5.51K | 0.15% | 65 |
|
|
2024
Q3 | $444K | Buy |
84,500
+19,500
| +30% | +$102K | 0.19% | 51 |
|
|
2024
Q2 | $1.15M | Sell |
65,000
-12,200
| -16% | -$215K | 0.59% | 22 |
|
|
2024
Q1 | $1.63M | Buy |
77,200
+42,400
| +122% | +$898K | 0.92% | 18 |
|
|
2023
Q4 | $730K | Buy |
34,800
+16,781
| +93% | +$352K | 0.43% | 29 |
|
|
2023
Q3 | $739K | Sell |
18,019
-1,481
| -8% | -$60.7K | 0.5% | 27 |
|
|
2023
Q2 | $897K | Sell |
19,500
-3,100
| -14% | -$143K | 0.62% | 21 |
|
|
2023
Q1 | $642K | Buy |
22,600
+500
| +2% | +$14.2K | 0.51% | 27 |
|
|
2022
Q4 | $756K | Buy |
22,100
+1,000
| +5% | +$34.2K | 0.72% | 25 |
|
|
2022
Q3 | $939K | Hold |
21,100
| – | – | 0.84% | 25 |
|
|
2022
Q2 | $891K | Buy |
21,100
+5,500
| +35% | +$232K | 0.87% | 27 |
|
|
2022
Q1 | $1.09M | Buy |
15,600
+11,500
| +280% | +$804K | 0.92% | 19 |
|
|
2021
Q4 | $364K | Buy |
+4,100
| New | +$364K | 0.32% | 48 |
|