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Larson Financial Group’s Royce Value Trust RVT Stock Holding History

Larson Financial Group’s Portfolio RVT Stock Details RVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-81
Closed -$1.3K – 3771
2025
Q4 		$1.3K Hold
81
– – ﹤0.01% 2882
2025
Q3 		$1.31K Hold
81
– – ﹤0.01% 2839
2025
Q2 		$1.22K Hold
81
– – ﹤0.01% 2579
2025
Q1 		$1.15K Buy
+81
New +$1.26K ﹤0.01% 2347
2023
Q4 		– Sell
-300
Closed -$3.86K – 1891
2023
Q3 		$3.86K Hold
300
– – ﹤0.01% 1234
2023
Q2 		$4.14K Hold
300
– – ﹤0.01% 1139
2023
Q1 		$4.07K Sell
300
-815
-73% -$11.4K ﹤0.01% 1125
2022
Q4 		$14.8K Buy
1,115
+815
+272% +$11.2K ﹤0.01% 763
2022
Q3 		$4K Hold
300
– – ﹤0.01% 1008
2022
Q2 		$4K Buy
+300
New +$4.58K ﹤0.01% 915

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BBPWM
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