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RFG - Bristol Wealth Advisors, LLC → BOTJ
RFG - Bristol Wealth Advisors, LLC BOTJ Position History
Bank of the James Financial Group, Inc. • Banking
Quarters held
5
Latest value
$307K
Q3 2026
Peak value
$307K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $175K |
| Q4 2025 | $209K |
| Q1 2026 | $234K |
| Q2 2026 | $291K |
| Q3 2026 | $307K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $307K | 11.4K | — | — |
| Q2 2026 | $291K | 11.4K | — | — |
| Q1 2026 | $234K | 11.3K | — | — |
| Q4 2025 | $209K | 11.3K | — | — |
| Q3 2025 | $175K | 11.2K | — | — |