SFC
B

Strategic Financial Concepts’s Barnes Group Inc. B Stock Holding History

Strategic Financial Concepts’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,139
Closed -$385K – 358
2024
Q4 		$385K Hold
8,139
– – 0.07% 208
2024
Q3 		$329K Sell
8,139
-317,584
-98% -$12.5M 0.1% 163
2024
Q2 		$8.14K Buy
325,723
+317,584
+3,902% +$12M ﹤0.01% 431
2024
Q1 		$302K Buy
+8,139
New +$280K 0.07% 227

Other funds holding B

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Strategic Financial Concepts's B Position: Q1 2025 in Review

Strategic Financial Concepts sold out of Barnes Group Inc. (B) in Q1 2025, closing a stake of 8,139 shares — an estimated $385K sold.

Strategic Financial Concepts first reported a position in B in Q1 2024 and held it in 4 quarters. The position peaked at $385K in Q4 2024. 1 fund tracked by Wall St. Rank holds B as of Q1 2025.

  • Strategic Financial Concepts reported no remaining Barnes Group Inc. position as of Q1 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 8,139 Barnes Group Inc. shares in Q1 2025, an estimated $385K.
  • Strategic Financial Concepts first reported a position in Barnes Group Inc. in Q1 2024 and held it in 4 quarters.
  • Strategic Financial Concepts's Barnes Group Inc. position peaked at $385K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2025.

Based on Strategic Financial Concepts's 13F filing for Q1 2025, filed 28 Apr 2025.