Wellington Management Group’s B. Riley Financial RILY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-37,622
Closed -$1.66M 2169
2020
Q4
$1.66M Sell
37,622
-3,552
-9% -$157K ﹤0.01% 1515
2020
Q3
$1.03M Buy
41,174
+9,563
+30% +$239K ﹤0.01% 1543
2020
Q2
$688K Buy
31,611
+15,366
+95% +$334K ﹤0.01% 1578
2020
Q1
$300K Sell
16,245
-9,378
-37% -$173K ﹤0.01% 1800
2019
Q4
$645K Sell
25,623
-748
-3% -$18.8K ﹤0.01% 1807
2019
Q3
$623K Sell
26,371
-13,043
-33% -$308K ﹤0.01% 1835
2019
Q2
$823K Buy
39,414
+1,721
+5% +$35.9K ﹤0.01% 1806
2019
Q1
$630K Buy
37,693
+6,969
+23% +$116K ﹤0.01% 1861
2018
Q4
$437K Buy
30,724
+8,185
+36% +$116K ﹤0.01% 1925
2018
Q3
$510K Buy
+22,539
New +$510K ﹤0.01% 2035
2017
Q4
Sell
-22,175
Closed -$378K 2211
2017
Q3
$378K Hold
22,175
﹤0.01% 2040
2017
Q2
$411K Buy
+22,175
New +$411K ﹤0.01% 2037