LWM
LION
LBA Wealth Management’s Fidelity Southern Corporation LION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.52M | Buy |
67,840
+20,000
| +42% | +$448K | 0.8% | 18 |
|
|
2016
Q4 | $1.13M | Buy |
47,840
+17,632
| +58% | +$417K | 0.62% | 28 |
|
|
2016
Q3 | $556K | Buy |
30,208
+208
| +0.7% | +$3.83K | 0.31% | 56 |
|
|
2016
Q2 | $470K | Hold |
30,000
| – | – | 0.26% | 68 |
|
|
2016
Q1 | $481K | Buy |
+30,000
| New | +$481K | 0.28% | 63 |
|