Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $65.9K | Hold |
4,353
| – | – | 0.02% | 186 |
|
|
2024
Q3 | $65.6K | Sell |
4,353
-240
| -5% | -$3.62K | 0.02% | 183 |
|
|
2024
Q2 | $63.9K | Hold |
4,593
| – | – | 0.03% | 178 |
|
|
2024
Q1 | $73.2K | Hold |
4,593
| – | – | 0.03% | 178 |
|
|
2023
Q4 | $72.4K | Hold |
4,593
| – | – | 0.04% | 175 |
|
|
2023
Q3 | $65.5K | Hold |
4,593
| – | – | 0.04% | 174 |
|
|
2023
Q2 | $67.8K | Hold |
4,593
| – | – | 0.04% | 172 |
|
|
2023
Q1 | $75.1K | Hold |
4,593
| – | – | 0.04% | 164 |
|
|
2022
Q4 | $82.7K | Buy |
+4,593
| New | +$82.7K | 0.05% | 146 |
|
|
2022
Q2 | – | Sell |
-34,979
| Closed | -$614K | – | 112 |
|
|
2022
Q1 | $614K | Hold |
34,979
| – | – | 0.3% | 53 |
|
|
2021
Q4 | $683K | Buy |
+34,979
| New | +$683K | 0.41% | 42 |
|