Kovitz Investment Group Partners’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
68,790
-838
| -1% | -$15.6K | 0.01% | 739 |
|
|
2025
Q1 | $1.07M | Sell |
69,628
-19,985
| -22% | -$307K | 0.01% | 721 |
|
|
2024
Q4 | $1.19M | Buy |
89,613
+1,115
| +1% | +$14.8K | 0.01% | 681 |
|
|
2024
Q3 | $1.02M | Buy |
88,498
+6,728
| +8% | +$77.2K | 0.01% | 620 |
|
|
2024
Q2 | $876K | Buy |
81,770
+1,564
| +2% | +$16.8K | 0.01% | 563 |
|
|
2024
Q1 | $758K | Buy |
+80,206
| New | +$758K | 0.01% | 447 |
|