Bellevue Asset Management’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-630
| Closed | -$1.34K | – | 459 |
|
|
2023
Q3 | $1.34K | Hold |
630
| – | – | ﹤0.01% | 426 |
|
|
2023
Q2 | $1.39K | Sell |
630
-849
| -57% | -$1.87K | ﹤0.01% | 445 |
|
|
2023
Q1 | $3.43K | Hold |
1,479
| – | – | ﹤0.01% | 345 |
|
|
2022
Q4 | $3.26K | Hold |
1,479
| – | – | ﹤0.01% | 345 |
|
|
2022
Q3 | $3K | Buy |
1,479
+2
| +0.1% | +$4 | ﹤0.01% | 356 |
|
|
2022
Q2 | $3K | Buy |
1,477
+4
| +0.3% | +$8 | ﹤0.01% | 363 |
|
|
2022
Q1 | $4K | Hold |
1,473
| – | – | ﹤0.01% | 372 |
|
|
2021
Q4 | $4K | Hold |
1,473
| – | – | ﹤0.01% | 407 |
|
|
2021
Q3 | $4K | Buy |
1,473
+2
| +0.1% | +$5 | ﹤0.01% | 422 |
|
|
2021
Q2 | $4K | Buy |
1,471
+1
| +0.1% | +$3 | ﹤0.01% | 418 |
|
|
2021
Q1 | $3K | Hold |
1,470
| – | – | ﹤0.01% | 518 |
|
|
2020
Q4 | $3K | Sell |
1,470
-525
| -26% | -$1.07K | ﹤0.01% | 528 |
|
|
2020
Q3 | $3K | Hold |
1,995
| – | – | ﹤0.01% | 488 |
|
|
2020
Q2 | $3K | Sell |
1,995
-120
| -6% | -$180 | ﹤0.01% | 485 |
|
|
2020
Q1 | $3K | Buy |
2,115
+525
| +33% | +$745 | ﹤0.01% | 457 |
|
|
2019
Q4 | $5K | Buy |
+1,590
| New | +$5K | ﹤0.01% | 355 |
|