Lenox Wealth Management’s Eagle Financial Bancorp, Inc. Common Stock EFBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$97K Sell
6,000
-2,000
-25% -$32.3K 0.03% 205
2020
Q1
$122K Sell
8,000
-274
-3% -$4.18K 0.04% 176
2019
Q4
$131K Sell
8,274
-726
-8% -$11.7K 0.04% 193
2019
Q3
$144K Buy
+9,000
New +$143K 0.04% 164
2018
Q1
Sell
-14,000
Closed -$226K 515
2017
Q4
$226K Hold
14,000
0.07% 127
2017
Q3
$221K Buy
+14,000
New +$222K 0.08% 127

Lenox Wealth Management's EFBI Position: Q2 2020 in Review

Lenox Wealth Management reduced its Eagle Financial Bancorp, Inc. Common Stock (EFBI) stake by 25% in Q2 2020, selling an estimated $32.3K and leaving 6,000 shares worth $97K. The position accounts for 0.03% of the portfolio, ranked #205.

Lenox Wealth Management first reported a position in EFBI in Q3 2017 and has held it in 6 quarters since. The position peaked at $226K in Q4 2017. 1 fund tracked by Wall St. Rank holds EFBI as of Q2 2020.

  • Lenox Wealth Management held 6,000 shares of Eagle Financial Bancorp, Inc. Common Stock worth $97K as of Q2 2020.
  • Lenox Wealth Management sold 2,000 Eagle Financial Bancorp, Inc. Common Stock shares in Q2 2020, an estimated $32.3K.
  • Eagle Financial Bancorp, Inc. Common Stock made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #205 holding.
  • Lenox Wealth Management first reported a position in Eagle Financial Bancorp, Inc. Common Stock in Q3 2017 and has held it in 6 quarters since.
  • Lenox Wealth Management's Eagle Financial Bancorp, Inc. Common Stock position peaked at $226K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Eagle Financial Bancorp, Inc. Common Stock as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.