Atlas Capital Advisors’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-201
| Closed | -$627 | – | 958 |
|
|
2024
Q3 | $627 | Sell |
201
-202
| -50% | -$630 | ﹤0.01% | 869 |
|
|
2024
Q2 | $1.1K | Buy |
+403
| New | +$1.1K | ﹤0.01% | 847 |
|
|
2022
Q4 | – | Sell |
-2,097
| Closed | -$3.75K | – | 930 |
|
|
2022
Q3 | $3.75K | Buy |
+2,097
| New | +$3.75K | ﹤0.01% | 797 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$4.82K | – | 1005 |
|
|
2022
Q1 | $4.82K | Hold |
2,000
| – | – | ﹤0.01% | 797 |
|
|
2021
Q4 | $5.1K | Hold |
2,000
| – | – | ﹤0.01% | 794 |
|
|
2021
Q3 | $4.9K | Buy |
+2,000
| New | +$4.9K | ﹤0.01% | 814 |
|