Avalon Investment & Advisory’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-20,000
| Closed | -$101K | – | 241 |
|
|
2014
Q3 | $101K | Sell |
20,000
-5,000
| -20% | -$25.3K | 0.01% | 187 |
|
|
2014
Q2 | $128K | Buy |
25,000
+10,000
| +67% | +$51.2K | 0.01% | 178 |
|
|
2014
Q1 | $76K | Sell |
15,000
-2,500
| -14% | -$12.7K | ﹤0.01% | 170 |
|
|
2013
Q4 | $93K | Buy |
17,500
+5,000
| +40% | +$26.6K | 0.01% | 178 |
|
|
2013
Q3 | $60K | Buy |
+12,500
| New | +$60K | ﹤0.01% | 181 |
|