Bartlett & Co Wealth Management’s LCNB Corp LCNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
37,693
+72
| +0.2% | +$1.05K | 0.01% | 318 |
|
|
2025
Q1 | $556K | Buy |
37,621
+10
| +0% | +$148 | 0.01% | 315 |
|
|
2024
Q4 | $569K | Buy |
37,611
+9
| +0% | +$136 | 0.01% | 312 |
|
|
2024
Q3 | $567K | Buy |
37,602
+9
| +0% | +$136 | 0.01% | 316 |
|
|
2024
Q2 | $523K | Buy |
37,593
+10
| +0% | +$139 | 0.01% | 320 |
|
|
2024
Q1 | $599K | Buy |
37,583
+186
| +0.5% | +$2.97K | 0.01% | 306 |
|
|
2023
Q4 | $610K | Sell |
37,397
-3
| -0% | -$49 | 0.01% | 322 |
|
|
2023
Q3 | $534K | Hold |
37,400
| – | – | 0.01% | 327 |
|
|
2023
Q2 | $552K | Hold |
37,400
| – | – | 0.01% | 333 |
|
|
2023
Q1 | $611K | Buy |
37,400
+34,000
| +1,000% | +$556K | 0.01% | 268 |
|
|
2022
Q4 | $61.2K | Hold |
3,400
| – | – | ﹤0.01% | 554 |
|
|
2022
Q3 | $53.9K | Hold |
3,400
| – | – | ﹤0.01% | 553 |
|
|
2022
Q2 | $50.8K | Hold |
3,400
| – | – | ﹤0.01% | 566 |
|
|
2022
Q1 | $59.7K | Buy |
+3,400
| New | +$59.7K | ﹤0.01% | 560 |
|
|
2021
Q4 | – | Sell |
-3,400
| Closed | -$60K | – | 668 |
|
|
2021
Q3 | $60K | Hold |
3,400
| – | – | ﹤0.01% | 481 |
|
|
2021
Q2 | $55.7K | Sell |
3,400
-2,650
| -44% | -$43.4K | ﹤0.01% | 491 |
|
|
2021
Q1 | $106K | Hold |
6,050
| – | – | ﹤0.01% | 404 |
|
|
2020
Q4 | $88.9K | Buy |
6,050
+2,650
| +78% | +$38.9K | ﹤0.01% | 432 |
|
|
2020
Q3 | $46.4K | Hold |
3,400
| – | – | ﹤0.01% | 509 |
|
|
2020
Q2 | $54.3K | Hold |
3,400
| – | – | ﹤0.01% | 484 |
|
|
2020
Q1 | $42.8K | Hold |
3,400
| – | – | ﹤0.01% | 488 |
|
|
2019
Q4 | $65.6K | Hold |
3,400
| – | – | ﹤0.01% | 481 |
|
|
2019
Q3 | $60.3K | Hold |
3,400
| – | – | ﹤0.01% | 491 |
|
|
2019
Q2 | $64.6K | Hold |
3,400
| – | – | ﹤0.01% | 392 |
|
|
2019
Q1 | $58.3K | Hold |
3,400
| – | – | ﹤0.01% | 403 |
|
|
2018
Q4 | $51.5K | Hold |
3,400
| – | – | ﹤0.01% | 410 |
|
|
2018
Q3 | $63.4K | Hold |
3,400
| – | – | ﹤0.01% | 404 |
|
|
2018
Q2 | $67K | Hold |
3,400
| – | – | ﹤0.01% | 389 |
|
|
2018
Q1 | $64.6K | Buy |
+3,400
| New | +$64.6K | ﹤0.01% | 400 |
|