Cedar Brook Financial Partners’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
Q3 | – | Sell |
-11,449
| Closed | -$25.2K | – | 403 |
|
|
2023
Q2 | $25.2K | Sell |
11,449
-1,420
| -11% | -$3.12K | 0.01% | 405 |
|
|
2023
Q1 | $29.9K | Buy |
12,869
+1,241
| +11% | +$2.88K | 0.01% | 388 |
|
|
2022
Q4 | $25.6K | Sell |
11,628
-2,134
| -16% | -$4.7K | 0.01% | 372 |
|
|
2022
Q3 | $24.6K | Buy |
+13,762
| New | +$24.6K | 0.01% | 348 |
|
|
2020
Q1 | – | Sell |
-21,559
| Closed | -$71K | – | 276 |
|
|
2019
Q4 | $71K | Sell |
21,559
-5,137
| -19% | -$16.9K | 0.03% | 288 |
|
|
2019
Q3 | $70K | Buy |
26,696
+8,391
| +46% | +$22K | 0.03% | 296 |
|
|
2019
Q2 | $52K | Sell |
18,305
-2,949
| -14% | -$8.38K | 0.02% | 295 |
|
|
2019
Q1 | $68K | Buy |
21,254
+6,492
| +44% | +$20.8K | 0.03% | 282 |
|
|
2018
Q4 | $38K | Buy |
+14,762
| New | +$38K | 0.02% | 237 |
|