Osaic Holdings’s Bank Of The James BOTJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10,095
| Closed | -$149K | – | 7265 |
|
2025
Q1 | $149K | Buy |
10,095
+5,085
| +101% | +$75.2K | ﹤0.01% | 3870 |
|
2024
Q4 | $79.5K | Buy |
5,010
+4,558
| +1,008% | +$72.3K | ﹤0.01% | 4347 |
|
2024
Q3 | $6.21K | Buy |
+452
| New | +$6.21K | ﹤0.01% | 6005 |
|
2023
Q3 | – | Sell |
-110
| Closed | -$1K | – | 7209 |
|
2023
Q2 | $1K | Hold |
110
| – | – | ﹤0.01% | 6743 |
|
2023
Q1 | $1.16K | Hold |
110
| – | – | ﹤0.01% | 6784 |
|
2022
Q4 | $1K | Hold |
110
| – | – | ﹤0.01% | 6776 |
|
2022
Q3 | $1K | Hold |
110
| – | – | ﹤0.01% | 6859 |
|
2022
Q2 | $1K | Buy |
+110
| New | +$1K | ﹤0.01% | 6943 |
|