Berman Capital Advisors’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
Q3 | $4K | Buy |
2,011
+1,524
| +313% | +$3.03K | ﹤0.01% | 1493 |
|
|
2021
Q2 | $1K | Sell |
487
-1
| -0.2% | -$2 | ﹤0.01% | 1766 |
|
|
2021
Q1 | $1K | Buy |
+488
| New | +$1K | ﹤0.01% | 1662 |
|
|
2020
Q3 | – | Sell |
-2,002
| Closed | -$3K | – | 1704 |
|
|
2020
Q2 | $3K | Sell |
2,002
-5,143
| -72% | -$7.71K | ﹤0.01% | 1155 |
|
|
2020
Q1 | $10K | Buy |
7,145
+2,928
| +69% | +$4.1K | ﹤0.01% | 670 |
|
|
2019
Q4 | $13K | Hold |
4,217
| – | – | ﹤0.01% | 653 |
|
|
2019
Q3 | $11K | Sell |
4,217
-710
| -14% | -$1.85K | ﹤0.01% | 685 |
|
|
2019
Q2 | $13K | Buy |
4,927
+1,802
| +58% | +$4.76K | ﹤0.01% | 642 |
|
|
2019
Q1 | $10K | Buy |
3,125
+1,902
| +156% | +$6.09K | ﹤0.01% | 659 |
|
|
2018
Q4 | $3K | Sell |
1,223
-15,478
| -93% | -$38K | ﹤0.01% | 805 |
|
|
2018
Q3 | $51K | Sell |
16,701
-1,658
| -9% | -$5.06K | 0.02% | 107 |
|
|
2018
Q2 | $61K | Buy |
18,359
+21
| +0.1% | +$70 | 0.02% | 117 |
|
|
2018
Q1 | $68K | Buy |
18,338
+1,865
| +11% | +$6.92K | 0.03% | 110 |
|
|
2017
Q4 | $62K | Buy |
+16,473
| New | +$62K | 0.02% | 104 |
|