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Krilogy Financial LLC BOTJ Position History
Bank of the James Financial Group, Inc. • Banking
Quarters held
5
Latest value
$329K
Q3 2026
Peak value
$653K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $568K |
| Q4 2025 | $567K |
| Q1 2026 | $653K |
| Q2 2026 | $482K |
| Q3 2026 | $329K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $329K | 12.1K | — | — |
| Q2 2026 | $482K | 18.9K | — | — |
| Q1 2026 | $653K | 28.9K | — | — |
| Q4 2025 | $567K | 30.9K | — | — |
| Q3 2025 | $568K | 33.5K | — | — |