Heritage Trust’s LyondellBasell Industries LYB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
30,599
-95
| -0.3% | -$5.5K | 0.2% | 123 |
|
|
2025
Q1 | $2.16M | Buy |
30,694
+2,070
| +7% | +$146K | 0.26% | 98 |
|
|
2024
Q4 | $2.13M | Buy |
+28,624
| New | +$2.13M | 0.25% | 101 |
|
|
2024
Q2 | $1.49M | Buy |
15,618
+701
| +5% | +$67.1K | 0.2% | 117 |
|
|
2024
Q1 | $1.53M | Buy |
14,917
+3,541
| +31% | +$362K | 0.2% | 116 |
|
|
2023
Q4 | $1.08M | Buy |
11,376
+7,038
| +162% | +$669K | 0.15% | 138 |
|
|
2023
Q3 | $411K | Buy |
+4,338
| New | +$411K | 0.06% | 195 |
|