AE Wealth Management’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,914
| Closed | -$41K | – | 1516 |
|
|
2020
Q4 | $41K | Buy |
20,914
+64
| +0.3% | +$125 | ﹤0.01% | 1332 |
|
|
2020
Q3 | $27K | Buy |
20,850
+317
| +2% | +$411 | ﹤0.01% | 1248 |
|
|
2020
Q2 | $31K | Buy |
20,533
+4,391
| +27% | +$6.63K | ﹤0.01% | 1230 |
|
|
2020
Q1 | $24K | Sell |
16,142
-26
| -0.2% | -$39 | ﹤0.01% | 1081 |
|
|
2019
Q4 | $54K | Buy |
16,168
+5,242
| +48% | +$17.5K | ﹤0.01% | 1097 |
|
|
2019
Q3 | $29K | Buy |
+10,926
| New | +$29K | ﹤0.01% | 974 |
|
|
2018
Q4 | – | Sell |
-29,863
| Closed | -$91K | – | 546 |
|
|
2018
Q3 | $91K | Buy |
29,863
+2,545
| +9% | +$7.76K | 0.01% | 578 |
|
|
2018
Q2 | $91K | Buy |
+27,318
| New | +$91K | 0.01% | 438 |
|