A detailed history of Captrust Financial Advisors transactions in Bank Of The James Financial Group Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 145,633 shares of BOTJ stock, worth $2.27 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
145,633
Previous 145,776 0.1%
Holding current value
$2.27 Million
Previous $1.64 Million 21.88%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$10.64 - $14.6 $1,521 - $2,087
-143 Reduced 0.1%
145,633 $2 Million
Q2 2024

Aug 14, 2024

SELL
$9.78 - $11.42 $32,156 - $37,548
-3,288 Reduced 2.21%
145,776 $1.64 Million
Q1 2024

May 15, 2024

BUY
$10.36 - $12.25 $218,482 - $258,340
21,089 Added 16.48%
149,064 $1.54 Million
Q4 2023

Feb 14, 2024

BUY
$9.6 - $12.25 $26,467 - $33,773
2,757 Added 2.2%
127,975 $1.56 Million
Q3 2023

Nov 14, 2023

BUY
$9.1 - $11.14 $72 - $89
8 Added 0.01%
125,218 $1.31 Million
Q2 2023

Aug 14, 2023

SELL
$8.7 - $11.0 $617 - $781
-71 Reduced 0.06%
125,210 $1.14 Million
Q1 2023

May 15, 2023

SELL
$10.51 - $13.2 $7,283 - $9,147
-693 Reduced 0.55%
125,281 $1.32 Million
Q4 2022

Feb 15, 2023

BUY
$10.68 - $12.7 $64 - $76
6 Added 0.0%
125,974 $1.5 Million
Q3 2022

Nov 16, 2022

BUY
$11.96 - $13.97 $59 - $69
5 Added 0.0%
125,968 $1.59 Million
Q2 2022

Aug 16, 2022

BUY
$12.25 - $15.2 $447,909 - $555,772
36,564 Added 40.9%
125,963 $1.64 Million
Q1 2022

May 16, 2022

SELL
$14.64 - $16.48 $78,119 - $87,937
-5,336 Reduced 5.63%
89,399 $1.31 Million
Q4 2021

Feb 14, 2022

SELL
$14.1 - $16.51 $1,353 - $1,584
-96 Reduced 0.1%
94,735 $1.46 Million
Q3 2021

Nov 16, 2021

BUY
$13.67 - $16.81 $117,808 - $144,868
8,618 Added 10.0%
94,831 $1.38 Million
Q2 2021

Aug 16, 2021

BUY
$12.95 - $18.17 $38 - $54
3 Added 0.0%
86,213 $1.39 Million
Q1 2021

May 17, 2021

BUY
$11.33 - $13.82 $45 - $55
4 Added 0.0%
86,210 $1.22 Million
Q4 2020

Feb 16, 2021

BUY
$8.93 - $11.55 $66,189 - $85,608
7,412 Added 9.41%
86,206 $1.07 Million
Q3 2020

Nov 17, 2020

SELL
$8.27 - $9.99 $61,206 - $73,935
-7,401 Reduced 8.59%
78,794 $786,000
Q2 2020

Aug 14, 2020

BUY
$7.91 - $9.86 $47 - $59
6 Added 0.01%
86,195 $809,000
Q1 2020

May 15, 2020

BUY
$7.51 - $14.68 $3,807 - $7,442
507 Added 0.59%
86,189 $800,000
Q4 2019

Feb 14, 2020

BUY
$12.73 - $14.45 $89,008 - $101,034
6,992 Added 8.89%
85,682 $1.31 Million
Q3 2019

Nov 14, 2019

BUY
$12.59 - $13.86 $1,812 - $1,995
144 Added 0.18%
78,690 $1.13 Million
Q2 2019

Aug 13, 2019

BUY
$12.08 - $13.45 $36 - $40
3 Added 0.0%
78,546 $1.16 Million
Q1 2019

May 15, 2019

BUY
$11.82 - $13.55 $6,855 - $7,859
580 Added 0.74%
78,543 $1.08 Million
Q4 2018

Feb 13, 2019

BUY
$11.58 - $14.45 $34 - $43
3 Added 0.0%
77,963 $1.01 Million
Q3 2018

Nov 15, 2018

SELL
$13.95 - $14.97 $69,708 - $74,805
-4,997 Reduced 6.02%
77,960 $1.23 Million
Q2 2018

Aug 13, 2018

BUY
$13.36 - $15.45 $103,753 - $119,984
7,766 Added 10.33%
82,957 $1.37 Million
Q1 2018

May 15, 2018

SELL
$13.28 - $14.32 $103,039 - $111,108
-7,759 Reduced 9.35%
75,191 $1.13 Million
Q4 2017

Feb 14, 2018

BUY
$12.94 - $13.91 $1.07 Million - $1.15 Million
82,950
82,950 $1.26 Million

Others Institutions Holding BOTJ

About BANK OF THE JAMES FINANCIAL GROUP INC


  • Ticker BOTJ
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 4,628,660
  • Market Cap $72.2M
  • Description
  • Bank of the James Financial Group, Inc. operates as the bank holding company for Bank of the James that provides general retail and commercial banking services to individuals, businesses, associations and organizations, and governmental authorities in Virginia, the Unites States. It offers checking, savings, individual retirement, and health car...
More about BOTJ
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.