Godsey & Gibb Inc’s BlackBerry BB Stock Holding History

Godsey & Gibb Inc’s Portfolio BB Stock Details BB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-550	Closed	-$1.78K	–	386
2026 Q1	$1.78K	Hold	550	–	–	﹤0.01%	354
2025 Q4	$2.08K	Hold	550	–	–	﹤0.01%	392
2025 Q3	$2.68K	Hold	550	–	–	﹤0.01%	328
2025 Q2	$2.52K	Hold	550	–	–	﹤0.01%	318
2025 Q1	$2.07K	Hold	550	–	–	﹤0.01%	355
2024 Q4	$2.08K	Hold	550	–	–	﹤0.01%	339
2024 Q3	$1.44K	Hold	550	–	–	﹤0.01%	410
2024 Q2	$1.36K	Hold	550	–	–	﹤0.01%	381
2024 Q1	$1.52K	Sell	550 -400	-42%	-$1.17K	﹤0.01%	351
2023 Q4	$3.36K	Buy	950 +400	+73%	+$1.5K	﹤0.01%	317
2023 Q3	$2.59K	Hold	550	–	–	﹤0.01%	296
2023 Q2	$3.04K	Hold	550	–	–	﹤0.01%	326
2023 Q1	$2.51K	Buy	+550	New	+$2.18K	﹤0.01%	299

Other funds holding BB

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return