BFA
KBAL

Bragg Financial Advisors’s Kimball International KBAL Stock Holding History

Bragg Financial Advisors’s Portfolio KBAL Stock Details KBAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-261,153
Closed -$3.24M – 328
2023
Q1 		$3.24M Buy
261,153
+243
+0.1% +$2.09K 0.19% 135
2022
Q4 		$1.7M Buy
260,910
+7,068
+3% +$48.3K 0.1% 166
2022
Q3 		$1.6M Buy
253,842
+1,144
+0.5% +$8.88K 0.11% 161
2022
Q2 		$1.94M Buy
252,698
+749
+0.3% +$6.13K 0.13% 151
2022
Q1 		$2.13M Buy
251,949
+22,016
+10% +$209K 0.12% 153
2021
Q4 		$2.58M Hold
229,933
– – 0.17% 136
2021
Q3 		$2.58M Buy
229,933
+3,065
+1% +$37.6K 0.17% 136
2021
Q2 		$2.98M Buy
226,868
+114,486
+102% +$1.56M 0.19% 131
2021
Q1 		$1.57M Buy
112,382
+85,738
+322% +$1.11M 0.11% 158
2020
Q4 		$318K Buy
+26,644
New +$303K 0.03% 236

Other funds holding KBAL

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Bragg Financial Advisors's KBAL Position: Q2 2023 in Review

Bragg Financial Advisors sold out of Kimball International (KBAL) in Q2 2023, closing a stake of 261,153 shares — an estimated $3.24M sold.

Bragg Financial Advisors first reported a position in KBAL in Q4 2020 and held it in 10 quarters. The position peaked at $3.24M in Q1 2023. 1 fund tracked by Wall St. Rank holds KBAL as of Q2 2023.

  • Bragg Financial Advisors reported no remaining Kimball International position as of Q2 2023 after selling out during the quarter.
  • Bragg Financial Advisors sold 261,153 Kimball International shares in Q2 2023, an estimated $3.24M.
  • Bragg Financial Advisors first reported a position in Kimball International in Q4 2020 and held it in 10 quarters.
  • Bragg Financial Advisors's Kimball International position peaked at $3.24M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Kimball International as of Q2 2023.

Based on Bragg Financial Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.