Rockefeller Capital Management’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
$29.5K Buy
2024
Q2
Sell
2024
Q1
$764K Sell
2023
Q4
$802K Sell
2023
Q3
$729K Buy
2023
Q2
$775K Buy
2023
Q1
$189K Sell
2022
Q4
$250K Buy
2022
Q3
$222K Buy
2022
Q2
$237K Sell
2022
Q1
$572K Sell
2021
Q4
$3.84M Buy
2021
Q3
$3.34M Buy
2021
Q2
$3.36M Buy
2021
Q1
$3.06M Buy
2020
Q4
$574K Sell
2020
Q3
$734K Buy
2020
Q2
$628K Buy
2020
Q1
$463K Buy