SageView Advisory Group’s LyondellBasell Industries LYB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,554
Closed -$321K 632
2025
Q1
$321K Sell
4,554
-243
-5% -$17.1K 0.01% 455
2024
Q4
$356K Sell
4,797
-1,159
-19% -$86.1K 0.02% 403
2024
Q3
$571K Sell
5,956
-486
-8% -$46.6K 0.03% 278
2024
Q2
$616K Buy
+6,442
New +$616K 0.03% 302
2024
Q1
Sell
-9,067
Closed -$867K 676
2023
Q4
$867K Buy
9,067
+714
+9% +$68.3K 0.04% 281
2023
Q3
$791K Sell
8,353
-1,396
-14% -$132K 0.05% 245
2023
Q2
$895K Buy
9,749
+1,276
+15% +$117K 0.05% 242
2023
Q1
$796K Buy
+8,473
New +$796K 0.05% 241