Avantax Planning Partners’s Lloyds Banking Group LYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-14,695	Closed	-$37K	–	371
2021 Q4	$37K	Buy	14,695 +3,144	+27%	+$8.02K	﹤0.01%	348
2021 Q3	$28K	Hold	11,551	–	–	﹤0.01%	336
2021 Q2	$29K	Hold	11,551	–	–	﹤0.01%	323
2021 Q1	$27K	Buy	+11,551	New	+$24K	﹤0.01%	312
2019 Q1	–	Sell	-3,680	Closed	-$9K	–	308
2018 Q4	$9K	Buy	+3,680	New	+$10.5K	﹤0.01%	272
2018 Q3	–	Hold	0	–	–	–	1459
2018 Q2	–	Sell	-6,860	Closed	-$24.4K	–	939
2018 Q1	$25K	Buy	+6,860	New	+$26.6K	﹤0.01%	701
2017 Q4	–	Hold	0	–	–	–	337
2017 Q3	–	Sell	-15,655	Closed	-$54.5K	–	372
2017 Q2	$55K	Buy	+15,655	New	+$55.6K	﹤0.01%	336
2017 Q1	–	Hold	0	–	–	–	344
2016 Q4	–	Hold	0	–	–	–	318