Current Value of Holding

$732k

Shares

30.2k

% of Portfolio

0.00%

Average Buy Price

$23.2

Avg closing price
Price range

12 Jim Simons Bank of the James Financial Group Trades

Jim Simons's position in Bank of the James Financial Group is currently worth $732k. That's 0.00% of their equity portfolio (2288th largest holding). The first Bank of the James Financial Group trade was made in Q1 2021. Since then Jim Simons bought shares six more times and sold shares on five occasions. The stake costed the investor $701k, netting the investor a gain of 4.5% so far.

Avg closing price
Price range
New holding (+30.2k shares) Q2 2026
Avg closing price $23.22
Price range $20.70 - $25.52
Sold -11.5k shares Q2 2025
Avg closing price $14.09
Price range $13.52 - $14.78
New holding (+11.5k shares) Q1 2025
Avg closing price $13.55
Price range $11.72 - $15.51
Sold -10.4k shares Q1 2023
Avg closing price $12.39
Price range $10.51 - $13.20
New holding (+10.4k shares) Q4 2022
Avg closing price $11.85
Price range $10.68 - $12.70
Sold -14.3k shares Q3 2022
Avg closing price $12.73
Price range $11.96 - $13.97
Sold 15.9% shares (-2.7k shares) Q2 2022
Avg closing price $13.59
Price range $12.25 - $15.20
Sold 3.4% shares (-600 shares) Q1 2022
Avg closing price $15.39
Price range $14.64 - $16.48
Increased shares by 24.0% (+3.4k shares) Q4 2021
Avg closing price $15.53
Price range $14.10 - $16.51
Increased shares by 8.4% (+1.1k shares) Q3 2021
Avg closing price $14.94
Price range $13.67 - $16.81
Increased shares by 25.8% (+2.68k shares) Q2 2021
Avg closing price $16.47
Price range $14.24 - $19.92
New holding (+10.4k shares) Q1 2021
Avg closing price $13.95
Price range $12.46 - $15.20

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