Kovitz Investment Group Partners’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$1.29M Sell
2025
Q2
$1.28M Sell
2025
Q1
$1.07M Sell
2024
Q4
$1.19M Buy
2024
Q3
$1.02M Buy
2024
Q2
$876K Buy
2024
Q1
$758K Buy