Balentine LLC’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
Q3 | – | Sell |
-24,298
| Closed | -$50K | – | 667 |
|
|
2022
Q2 | $50K | Buy |
24,298
+9,558
| +65% | +$19.7K | ﹤0.01% | 583 |
|
|
2022
Q1 | $36K | Buy |
+14,740
| New | +$36K | ﹤0.01% | 592 |
|
|
2020
Q3 | – | Sell |
-2,014
| Closed | -$3K | – | 569 |
|
|
2020
Q2 | $3K | Buy |
+2,014
| New | +$3K | ﹤0.01% | 805 |
|
|
2019
Q3 | – | Sell |
-1,711
| Closed | -$5K | – | 784 |
|
|
2019
Q2 | $5K | Buy |
+1,711
| New | +$5K | ﹤0.01% | 501 |
|
|
2018
Q4 | – | Sell |
-2,039
| Closed | -$6K | – | 451 |
|
|
2018
Q3 | $6K | Buy |
+2,039
| New | +$6K | ﹤0.01% | 299 |
|