Independent Financial Group’s Royce Value Trust RVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $309K | Buy |
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|
2025
Q4 | $287K | Buy |
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|
2025
Q3 | $223K | Sell |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $328K | Buy |
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|
2024
Q4 | $319K | Buy |
|
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $755K | Buy |
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|
2023
Q4 | $646K | Buy |
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|
2023
Q3 | $522K | Buy |
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|
2023
Q2 | $556K | Sell |
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|
2023
Q1 | $825K | Buy |
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|
2022
Q4 | $546K | Buy |
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|
2022
Q3 | $478K | Buy |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $306K | Sell |
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $346K | Sell |
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|
2021
Q2 | $374K | Sell |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $382K | Buy |
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