Phocas Financial Corp’s Retail Opportunity Investments Corp. ROIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $4.04M | Sell |
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|
2024
Q3 | $7.46K | Sell |
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|
2024
Q2 | $6.46K | Sell |
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|
2024
Q1 | $6.91K | Sell |
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|
2023
Q4 | $8.26M | Sell |
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|
2023
Q3 | $7.33M | Sell |
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|
2023
Q2 | $8.03M | Sell |
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|
2023
Q1 | $8.45M | Buy |
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|
2022
Q4 | $9.09M | Buy |
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|
2022
Q3 | $8.31M | Buy |
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|
2022
Q2 | $9.23M | Buy |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $10.6M | Sell |
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|
2021
Q3 | $9.56M | Buy |
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|
2021
Q2 | $9.6M | Buy |
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|
2021
Q1 | $8.38M | Buy |
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|
2020
Q4 | $5.18M | Sell |
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|
2020
Q3 | $4.85M | Buy |
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|
2020
Q2 | $2.53M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $335K | Sell |
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|
2019
Q2 | $316K | Sell |
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|
2019
Q1 | $374K | Buy |
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|
2018
Q4 | $339K | Hold |
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|
2018
Q3 | $399K | Hold |
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|
2018
Q2 | $409K | Hold |
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|
2018
Q1 | $378K | Sell |
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|
2017
Q4 | $499K | Hold |
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|
2017
Q3 | $0 | Buy |
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