Carroll Financial Associates’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
Q4 | $0 | Hold |
242
| – | – | ﹤0.01% | 1811 |
|
|
2021
Q3 | $0 | Buy |
+242
| New | – | ﹤0.01% | 1879 |
|
|
2020
Q3 | – | Sell |
-2,826
| Closed | -$4K | – | 1602 |
|
|
2020
Q2 | $4K | Buy |
2,826
+2,264
| +403% | +$3.21K | ﹤0.01% | 1243 |
|
|
2020
Q1 | $0 | Sell |
562
-10,455
| -95% | – | ﹤0.01% | 1574 |
|
|
2019
Q4 | $36K | Buy |
+11,017
| New | +$36K | ﹤0.01% | 734 |
|
|
2017
Q3 | – | Sell |
-299
| Closed | -$1K | – | 1231 |
|
|
2017
Q2 | $1K | Sell |
299
-768
| -72% | -$2.57K | ﹤0.01% | 1143 |
|
|
2017
Q1 | $3K | Hold |
1,067
| – | – | ﹤0.01% | 1058 |
|
|
2016
Q4 | $3K | Hold |
1,067
| – | – | ﹤0.01% | 1014 |
|
|
2016
Q3 | $3K | Sell |
1,067
-3,314
| -76% | -$9.32K | ﹤0.01% | 1032 |
|
|
2016
Q2 | $13K | Hold |
4,381
| – | – | ﹤0.01% | 725 |
|
|
2016
Q1 | $17K | Hold |
4,381
| – | – | ﹤0.01% | 647 |
|
|
2015
Q4 | $19K | Buy |
4,381
+22
| +0.5% | +$95 | ﹤0.01% | 596 |
|
|
2015
Q3 | $20K | Sell |
4,359
-447
| -9% | -$2.05K | ﹤0.01% | 574 |
|
|
2015
Q2 | $26K | Buy |
4,806
+3,739
| +350% | +$20.2K | 0.01% | 503 |
|
|
2015
Q1 | $5K | Hold |
1,067
| – | – | ﹤0.01% | 636 |
|
|
2014
Q4 | $5K | Sell |
1,067
-42
| -4% | -$197 | ﹤0.01% | 580 |
|
|
2014
Q3 | $5K | Hold |
1,109
| – | – | ﹤0.01% | 661 |
|
|
2014
Q2 | $6K | Hold |
1,109
| – | – | ﹤0.01% | 680 |
|
|
2014
Q1 | $6K | Hold |
1,109
| – | – | ﹤0.01% | 624 |
|
|
2013
Q4 | $5K | Buy |
1,109
+810
| +271% | +$3.65K | ﹤0.01% | 604 |
|
|
2013
Q3 | $1K | Buy |
+299
| New | +$1K | ﹤0.01% | 744 |
|