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BBR Partners’s Lloyds Banking Group LYG Stock Holding History

BBR Partners’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-27,213
Closed -$53K – 213
2020
Q4 		$53K Buy
27,213
+5,181
+24% +$8.73K ﹤0.01% 187
2020
Q3 		$29K Buy
22,032
+8,751
+66% +$12.3K ﹤0.01% 182
2020
Q2 		$20K Hold
13,281
– – ﹤0.01% 167
2020
Q1 		$20K Hold
13,281
– – ﹤0.01% 154
2019
Q4 		$44K Buy
+13,281
New +$40.2K ﹤0.01% 198
2017
Q1 		– Sell
-15,955
Closed -$49K – 80
2016
Q4 		$49K Buy
+15,955
New +$46.7K 0.01% 73

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Fidelity Investments
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