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Kapstone Financial Advisors’s LCNB Corp LCNB Stock Holding History

Kapstone Financial Advisors’s Portfolio LCNB Stock Details LCNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.34M Hold
86,067
– – 0.66% 30
2025
Q4 		$1.41M Sell
86,067
-2,869
-3% -$45.1K 0.7% 29
2025
Q3 		$1.33M Sell
88,936
-500
-0.6% -$7.72K 0.63% 27
2025
Q2 		$1.3M Sell
89,436
-2,069
-2% -$30K 0.65% 25
2025
Q1 		$1.35M Buy
91,505
+4,598
+5% +$69.1K 0.77% 25
2024
Q4 		$1.34M Hold
86,907
– – 0.71% 25
2024
Q3 		$1.31M Sell
86,907
-1,500
-2% -$22.1K 0.79% 25
2024
Q2 		$1.23M Sell
88,407
-1,350
-2% -$19.4K 0.81% 27
2024
Q1 		$1.43M Buy
89,757
+30
+0% +$444 0.97% 23
2023
Q4 		$1.38M Sell
89,727
-1,000
-1% -$14.7K 1.08% 19
2023
Q3 		$1.29M Sell
90,727
-3,800
-4% -$59.3K 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 +$1.65M 1.61% 13

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JIC
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BCM
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