BBR Partners’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-27,213
| Closed | -$53K | – | 212 |
|
|
2020
Q4 | $53K | Buy |
27,213
+5,181
| +24% | +$10.1K | ﹤0.01% | 186 |
|
|
2020
Q3 | $29K | Buy |
22,032
+8,751
| +66% | +$11.5K | ﹤0.01% | 181 |
|
|
2020
Q2 | $20K | Hold |
13,281
| – | – | ﹤0.01% | 166 |
|
|
2020
Q1 | $20K | Hold |
13,281
| – | – | ﹤0.01% | 153 |
|
|
2019
Q4 | $44K | Buy |
+13,281
| New | +$44K | ﹤0.01% | 197 |
|
|
2017
Q1 | – | Sell |
-15,955
| Closed | -$49K | – | 80 |
|
|
2016
Q4 | $49K | Buy |
+15,955
| New | +$49K | 0.01% | 73 |
|