Calamos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-668,738
| Closed | -$2.09M | – | 333 |
|
|
2024
Q3 | $2.09M | Buy |
+668,738
| New | +$2.09M | 0.11% | 100 |
|
|
2022
Q3 | – | Sell |
-594,745
| Closed | -$1.21M | – | 324 |
|
|
2022
Q2 | $1.21M | Sell |
594,745
-19,599
| -3% | -$40K | 0.11% | 129 |
|
|
2022
Q1 | $1.48M | Sell |
614,344
-64,571
| -10% | -$156K | 0.11% | 130 |
|
|
2021
Q4 | $1.73M | Sell |
678,915
-117,252
| -15% | -$299K | 0.13% | 120 |
|
|
2021
Q3 | $1.95M | Buy |
796,167
+9,713
| +1% | +$23.8K | 0.16% | 107 |
|
|
2021
Q2 | $2.01M | Buy |
786,454
+771,952
| +5,323% | +$1.97M | 0.16% | 108 |
|
|
2021
Q1 | $34K | Buy |
+14,502
| New | +$34K | ﹤0.01% | 287 |
|