UBS Group
RILY icon

UBS Group’s B. Riley Financial RILY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$821K Buy
276,286
+77,638
+39% +$231K ﹤0.01% 4495
2025
Q1
$769K Buy
198,648
+50,111
+34% +$194K ﹤0.01% 4385
2024
Q4
$682K Buy
148,537
+28,985
+24% +$133K ﹤0.01% 4503
2024
Q3
$628K Buy
119,552
+47,547
+66% +$250K ﹤0.01% 3936
2024
Q2
$1.27M Sell
72,005
-20,222
-22% -$357K ﹤0.01% 3199
2024
Q1
$1.95M Buy
92,227
+50,820
+123% +$1.08M ﹤0.01% 3011
2023
Q4
$869K Buy
41,407
+4,034
+11% +$84.7K ﹤0.01% 3549
2023
Q3
$1.53M Buy
37,373
+5,970
+19% +$245K ﹤0.01% 2759
2023
Q2
$1.44M Sell
31,403
-16,828
-35% -$774K ﹤0.01% 2970
2023
Q1
$1.37M Buy
48,231
+32,809
+213% +$931K ﹤0.01% 2928
2022
Q4
$527K Buy
15,422
+4,125
+37% +$141K ﹤0.01% 3648
2022
Q3
$503K Buy
11,297
+4,938
+78% +$220K ﹤0.01% 3369
2022
Q2
$269K Buy
6,359
+3,956
+165% +$167K ﹤0.01% 3743
2022
Q1
$168K Buy
2,403
+1,807
+303% +$126K ﹤0.01% 4507
2021
Q4
$53K Buy
596
+339
+132% +$30.1K ﹤0.01% 5751
2021
Q3
$15K Sell
257
-4,660
-95% -$272K ﹤0.01% 6375
2021
Q2
$371K Sell
4,917
-482
-9% -$36.4K ﹤0.01% 3945
2021
Q1
$304K Buy
5,399
+932
+21% +$52.5K ﹤0.01% 4240
2020
Q4
$198K Buy
4,467
+4,082
+1,060% +$181K ﹤0.01% 4283
2020
Q3
$9K Sell
385
-7,147
-95% -$167K ﹤0.01% 6068
2020
Q2
$164K Sell
7,532
-4,803
-39% -$105K ﹤0.01% 4138
2020
Q1
$227K Sell
12,335
-13,427
-52% -$247K ﹤0.01% 3803
2019
Q4
$648K Buy
25,762
+9,980
+63% +$251K ﹤0.01% 3685
2019
Q3
$373K Buy
15,782
+12,101
+329% +$286K ﹤0.01% 3930
2019
Q2
$76K Buy
3,681
+1,729
+89% +$35.7K ﹤0.01% 4739
2019
Q1
$32K Sell
1,952
-5,645
-74% -$92.5K ﹤0.01% 5076
2018
Q4
$108K Buy
7,597
+2,406
+46% +$34.2K ﹤0.01% 4593
2018
Q3
$117K Buy
5,191
+2,593
+100% +$58.4K ﹤0.01% 4602
2018
Q2
$58K Buy
2,598
+2,584
+18,457% +$57.7K ﹤0.01% 4973
2018
Q1
$0 Sell
14
-1,874
-99% ﹤0.01% 7033
2017
Q4
$34K Buy
1,888
+1,196
+173% +$21.5K ﹤0.01% 5184
2017
Q3
$12K Buy
+692
New +$12K ﹤0.01% 5879
2017
Q2
Sell
-2,080
Closed -$31K 6822
2017
Q1
$31K Sell
2,080
-801
-28% -$11.9K ﹤0.01% 4937
2016
Q4
$53K Buy
2,881
+1,892
+191% +$34.8K ﹤0.01% 4875
2016
Q3
$13K Buy
+989
New +$13K ﹤0.01% 5696
2015
Q4
Sell
-100
Closed -$1K 6984
2015
Q3
$1K Buy
+100
New +$1K ﹤0.01% 6709