Creative Planning’s LCNB Corp LCNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-632,900
| Closed | -$12.4M | – | 2322 |
|
|
2021
Q4 | $12.4M | Buy |
632,900
+255,680
| +68% | +$4.99M | 0.02% | 249 |
|
|
2021
Q3 | $6.65M | Buy |
+377,220
| New | +$6.65M | 0.01% | 349 |
|
|
2021
Q2 | – | Sell |
-534,446
| Closed | -$9.35M | – | 2186 |
|
|
2021
Q1 | $9.35M | Buy |
534,446
+173,169
| +48% | +$3.03M | 0.02% | 281 |
|
|
2020
Q4 | $5.31M | Buy |
361,277
+38,000
| +12% | +$558K | 0.01% | 356 |
|
|
2020
Q3 | $4.41M | Buy |
+323,277
| New | +$4.41M | 0.01% | 329 |
|