Buckingham Strategic Wealth’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 |
-55,878
| Closed | -$119K | – | 732 |
|
|
2023
Q3 | $119K | Sell |
55,878
-8,004
| -13% | -$17K | ﹤0.01% | 655 |
|
|
2023
Q2 | $141K | Sell |
63,882
-2,875
| -4% | -$6.33K | ﹤0.01% | 654 |
|
|
2023
Q1 | $147K | Hold |
66,757
| – | – | ﹤0.01% | 577 |
|
|
2022
Q4 | $147K | Buy |
66,757
+38,063
| +133% | +$83.7K | ﹤0.01% | 579 |
|
|
2022
Q3 | $51K | Sell |
28,694
-21,452
| -43% | -$38.1K | ﹤0.01% | 584 |
|
|
2022
Q2 | $102K | Buy |
+50,146
| New | +$102K | ﹤0.01% | 576 |
|