Jones Financial Companies’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
Sell
2025
Q4
$5.23K Sell
2025
Q3
$19.6K Buy
2025
Q2
$1.05K Sell
2025
Q1
$3.66K Sell
2024
Q4
$9.46K Buy