Kapstone Financial Advisors’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 | $1.3M | Sell |
89,436
-2,069
| -2% | -$30.1K | 0.65% | 25 |
|
|
2025
Q1 | $1.35M | Buy |
91,505
+4,598
| +5% | +$68K | 0.77% | 25 |
|
|
2024
Q4 | $1.34M | Hold |
86,907
| – | – | 0.71% | 25 |
|
|
2024
Q3 | $1.31M | Sell |
86,907
-1,500
| -2% | -$22.6K | 0.79% | 25 |
|
|
2024
Q2 | $1.23M | Sell |
88,407
-1,350
| -2% | -$18.8K | 0.81% | 27 |
|
|
2024
Q1 | $1.43M | Buy |
89,757
+30
| +0% | +$478 | 0.97% | 23 |
|
|
2023
Q4 | $1.38M | Sell |
89,727
-1,000
| -1% | -$15.3K | 1.08% | 19 |
|
|
2023
Q3 | $1.29M | Sell |
90,727
-3,800
| -4% | -$54.2K | 1.17% | 18 |
|
|
2023
Q2 | $1.65M | Hold |
94,527
| – | – | 1.37% | 14 |
|
|
2023
Q1 | $1.63M | Hold |
94,527
| – | – | 1.47% | 14 |
|
|
2022
Q4 | $1.77M | Buy |
+94,527
| New | +$1.77M | 1.61% | 13 |
|