Prospera Financial Services’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
Q3
$1.2M Sell
2025
Q2
$1.17M Buy
2025
Q1
$678K Sell
2024
Q4
$767K Hold
2024
Q3
$762K Buy
2024
Q2
$691K Buy
2022
Q3
Sell
2022
Q2
$5K Sell
2022
Q1
$107K Buy
2020
Q4
Sell
2020
Q3
$98K Buy