Kennedy Investment 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
2025
Q2
$1.21M Sell
2025
Q1
$1.2M Buy
2024
Q4
$1.32M Sell
2024
Q3
$1.33M Sell
2024
Q2
$1.23M Buy
2024
Q1
$1.25M Sell
2023
Q4
$1.22M Buy
2023
Q3
$1.07M Buy
2023
Q2
$1.14M Buy
2023
Q1
$1.08M Buy
2022
Q4
$1.05M Buy