Lorne Steinberg Wealth Management’s ING ING Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Hold
10,250
0.06% 69
2025
Q1
$201K Buy
+10,250
New +$201K 0.06% 70
2024
Q2
Sell
-470,054
Closed -$7.75M 69
2024
Q1
$7.75M Buy
470,054
+1,035
+0.2% +$17.1K 2.42% 13
2023
Q4
$7.04M Sell
469,019
-4,020
-0.8% -$60.4K 2.37% 11
2023
Q3
$6.23M Sell
473,039
-5,800
-1% -$76.4K 2.4% 11
2023
Q2
$6.45M Sell
478,839
-4,400
-0.9% -$59.3K 2.43% 12
2023
Q1
$5.74M Sell
483,239
-92,035
-16% -$1.09M 2.29% 14
2022
Q4
$7M Sell
575,274
-880
-0.2% -$10.7K 3.01% 5
2022
Q3
$4.9M Buy
576,154
+2,325
+0.4% +$19.8K 2.38% 15
2022
Q2
$5.69M Buy
573,829
+5,350
+0.9% +$53.1K 2.68% 11
2022
Q1
$5.93M Buy
568,479
+49,460
+10% +$516K 2.74% 13
2021
Q4
$7.23M Sell
519,019
-8,625
-2% -$120K 3.11% 8
2021
Q3
$7.65M Buy
527,644
+7,310
+1% +$106K 3.7% 1
2021
Q2
$6.89M Buy
520,334
+4,565
+0.9% +$60.4K 3.39% 3
2021
Q1
$6.31M Buy
515,769
+1,375
+0.3% +$16.8K 3.34% 3
2020
Q4
$4.87M Buy
+514,394
New +$4.87M 3.03% 10