Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $282K | Sell |
138,289
-7,982
| -5% | -$16.3K | 0.02% | 308 |
|
|
2022
Q1 | $353K | Sell |
146,271
-4,509
| -3% | -$10.9K | 0.02% | 306 |
|
|
2021
Q4 | $384K | Buy |
150,780
+2,049
| +1% | +$5.22K | 0.02% | 296 |
|
|
2021
Q3 | $364K | Hold |
148,731
| – | – | 0.03% | 289 |
|
|
2021
Q2 | $379K | Sell |
148,731
-5,360
| -3% | -$13.7K | 0.03% | 277 |
|
|
2021
Q1 | $357K | Sell |
154,091
-1,838
| -1% | -$4.26K | 0.03% | 276 |
|
|
2020
Q4 | $306K | Sell |
155,929
-76,177
| -33% | -$149K | 0.03% | 282 |
|
|
2020
Q3 | $302K | Sell |
232,106
-28,448
| -11% | -$37K | 0.03% | 264 |
|
|
2020
Q2 | $391K | Buy |
260,554
+136,959
| +111% | +$206K | 0.04% | 225 |
|
|
2020
Q1 | $187K | Buy |
123,595
+106,382
| +618% | +$161K | 0.03% | 299 |
|
|
2019
Q4 | $57K | Sell |
17,213
-4,449
| -21% | -$14.7K | 0.01% | 286 |
|
|
2019
Q3 | $57K | Buy |
21,662
+1,303
| +6% | +$3.43K | 0.01% | 283 |
|
|
2019
Q2 | $58K | Sell |
20,359
-2,930
| -13% | -$8.35K | 0.01% | 274 |
|
|
2019
Q1 | $75K | Sell |
23,289
-9,188
| -28% | -$29.6K | 0.01% | 277 |
|
|
2018
Q4 | $83K | Sell |
32,477
-6,552
| -17% | -$16.7K | 0.02% | 262 |
|
|
2018
Q3 | $119K | Sell |
39,029
-10,509
| -21% | -$32K | 0.02% | 287 |
|
|
2018
Q2 | $165K | Buy |
+49,538
| New | +$165K | 0.04% | 256 |
|