Capital Advisors Ltd’s Kimball International KBAL Stock Holding History

Capital Advisors Ltd’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	-26	Closed	–	–	1607
2023 Q1	$0	Buy	+26	New	+$224	﹤0.01%	1647
2022 Q3	–	Sell	-50	Closed	–	–	1632
2022 Q2	$0	Buy	+50	New	+$409	﹤0.01%	1433

Other funds holding KBAL

BTI

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

Capital Advisors Ltd's KBAL Position: Q2 2023 in Review

Capital Advisors Ltd sold out of Kimball International (KBAL) in Q2 2023, closing a stake of 26 shares.

Capital Advisors Ltd first reported a position in KBAL in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 1 fund tracked by Wall St. Rank holds KBAL as of Q2 2023.

Capital Advisors Ltd reported no remaining Kimball International position as of Q2 2023 after selling out during the quarter.
Capital Advisors Ltd sold 26 Kimball International shares in Q2 2023.
Capital Advisors Ltd first reported a position in Kimball International in Q2 2022 and held it in 2 quarters.
Capital Advisors Ltd's Kimball International position peaked at $0 in Q1 2023.
1 fund tracked by Wall St. Rank held Kimball International as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.