Wells Fargo’s BRC Group Holdings RILY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $417K | Sell |
57,006
-3,000
| -5% | -$22.4K | ﹤0.01% | 4262 |
|
|
2025
Q4 | $280K | Buy |
60,006
+60,001
| +1,200,020% | +$297K | ﹤0.01% | 4873 |
|
|
2025
Q3 | $33 | Sell |
5
-5,518
| -100% | -$30.5K | ﹤0.01% | 6582 |
|
|
2025
Q2 | $16.4K | Sell |
5,523
-4,350
| -44% | -$13.4K | ﹤0.01% | 5832 |
|
|
2025
Q1 | $38.2K | Buy |
9,873
+330
| +3% | +$1.5K | ﹤0.01% | 5488 |
|
|
2024
Q4 | $43.8K | Buy |
9,543
+2,952
| +45% | +$15.4K | ﹤0.01% | 5531 |
|
|
2024
Q3 | $34.6K | Sell |
6,591
-19,106
| -74% | -$212K | ﹤0.01% | 5481 |
|
|
2024
Q2 | $453K | Buy |
25,697
+10,731
| +72% | +$276K | ﹤0.01% | 3976 |
|
|
2024
Q1 | $317K | Buy |
14,966
+7,727
| +107% | +$155K | ﹤0.01% | 4184 |
|
|
2023
Q4 | $152K | Sell |
7,239
-5,451
| -43% | -$159K | ﹤0.01% | 4637 |
|
|
2023
Q3 | $520K | Buy |
12,690
+874
| +7% | +$43K | ﹤0.01% | 3753 |
|
|
2023
Q2 | $543K | Sell |
11,816
-2,390
| -17% | -$84.1K | ﹤0.01% | 3890 |
|
|
2023
Q1 | $403K | Buy |
14,206
+6,213
| +78% | +$235K | ﹤0.01% | 3995 |
|
|
2022
Q4 | $273K | Sell |
7,993
-1,373
| -15% | -$57.5K | ﹤0.01% | 4004 |
|
|
2022
Q3 | $417K | Buy |
9,366
+1,160
| +14% | +$58K | ﹤0.01% | 3813 |
|
|
2022
Q2 | $347K | Sell |
8,206
-11,463
| -58% | -$602K | ﹤0.01% | 3966 |
|
|
2022
Q1 | $1.38M | Sell |
19,669
-6,137
| -24% | -$415K | ﹤0.01% | 3623 |
|
|
2021
Q4 | $2.29M | Buy |
25,806
+11,611
| +82% | +$850K | ﹤0.01% | 3363 |
|
|
2021
Q3 | $838K | Sell |
14,195
-2,379
| -14% | -$156K | ﹤0.01% | 4357 |
|
|
2021
Q2 | $1.25M | Sell |
16,574
-18,036
| -52% | -$1.26M | ﹤0.01% | 4061 |
|
|
2021
Q1 | $1.95M | Sell |
34,610
-3,258
| -9% | -$176K | ﹤0.01% | 3722 |
|
|
2020
Q4 | $1.67M | Sell |
37,868
-3,673
| -9% | -$118K | ﹤0.01% | 3622 |
|
|
2020
Q3 | $1.04M | Sell |
41,541
-7,525
| -15% | -$189K | ﹤0.01% | 3829 |
|
|
2020
Q2 | $1.07M | Sell |
49,066
-17,827
| -27% | -$342K | ﹤0.01% | 3760 |
|
|
2020
Q1 | $1.23M | Sell |
66,893
-27,388
| -29% | -$645K | ﹤0.01% | 3396 |
|
|
2019
Q4 | $2.37M | Buy |
94,281
+36,190
| +62% | +$952K | ﹤0.01% | 3214 |
|
|
2019
Q3 | $1.37M | Buy |
58,091
+5,391
| +10% | +$114K | ﹤0.01% | 3621 |
|
|
2019
Q2 | $1.1M | Sell |
52,700
-76,837
| -59% | -$1.47M | ﹤0.01% | 3809 |
|
|
2019
Q1 | $2.16M | Sell |
129,537
-4,481
| -3% | -$71.4K | ﹤0.01% | 3295 |
|
|
2018
Q4 | $1.9M | Sell |
134,018
-3,843
| -3% | -$70.6K | ﹤0.01% | 3310 |
|
|
2018
Q3 | $3.12M | Buy |
137,861
+22,832
| +20% | +$510K | ﹤0.01% | 3035 |
|
|
2018
Q2 | $2.56M | Buy |
115,029
+27,528
| +31% | +$571K | ﹤0.01% | 3260 |
|
|
2018
Q1 | $1.71M | Buy |
87,501
+3,437
| +4% | +$65.2K | ﹤0.01% | 3491 |
|
|
2017
Q4 | $1.52M | Sell |
84,064
-28,740
| -25% | -$503K | ﹤0.01% | 3592 |
|
|
2017
Q3 | $1.92M | Buy |
112,804
+100,471
| +815% | +$1.75M | ﹤0.01% | 3349 |
|
|
2017
Q2 | $229K | Buy |
12,333
+7,479
| +154% | +$114K | ﹤0.01% | 4687 |
|
|
2017
Q1 | $73K | Hold |
4,854
| – | – | ﹤0.01% | 5320 |
|
|
2016
Q4 | $90K | Buy |
4,854
+2,866
| +144% | +$43.3K | ﹤0.01% | 5201 |
|
|
2016
Q3 | $26K | Buy |
+1,988
| New | +$20.2K | ﹤0.01% | 5524 |
|
Other funds holding RILY
DT
VCM
