LCNB Corp’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
2,318
| – | – | 0.09% | 170 |
|
|
2025
Q1 | $253K | Buy |
2,318
+47
| +2% | +$5.12K | 0.09% | 168 |
|
|
2024
Q4 | $214K | Hold |
2,271
| – | – | 0.08% | 173 |
|
|
2024
Q3 | $218K | Buy |
+2,271
| New | +$218K | 0.08% | 175 |
|
|
2023
Q3 | – | Sell |
-2,371
| Closed | -$209K | – | 176 |
|
|
2023
Q2 | $209K | Hold |
2,371
| – | – | 0.09% | 172 |
|
|
2023
Q1 | $225K | Sell |
2,371
-100
| -4% | -$9.48K | 0.1% | 167 |
|
|
2022
Q4 | $232K | Buy |
2,471
+78
| +3% | +$7.31K | 0.11% | 161 |
|
|
2022
Q3 | $214K | Hold |
2,393
| – | – | 0.12% | 157 |
|
|
2022
Q2 | $241K | Buy |
2,393
+120
| +5% | +$12.1K | 0.12% | 147 |
|
|
2022
Q1 | $227K | Buy |
+2,273
| New | +$227K | 0.11% | 153 |
|