Cottonwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29,475
| Closed | -$62.8K | – | 127 |
|
|
2023
Q3 | $62.8K | Sell |
29,475
-20,842
| -41% | -$44.4K | 0.06% | 105 |
|
|
2023
Q2 | $111K | Sell |
50,317
-8,566
| -15% | -$18.8K | 0.1% | 94 |
|
|
2023
Q1 | $137K | Buy |
58,883
+3,889
| +7% | +$9.02K | 0.13% | 93 |
|
|
2022
Q4 | $121K | Hold |
54,994
| – | – | 0.11% | 93 |
|
|
2022
Q3 | $98K | Hold |
54,994
| – | – | 0.09% | 85 |
|
|
2022
Q2 | $112K | Buy |
54,994
+1,130
| +2% | +$2.3K | 0.1% | 90 |
|
|
2022
Q1 | $130K | Buy |
53,864
+10,504
| +24% | +$25.4K | 0.1% | 102 |
|
|
2021
Q4 | $111K | Buy |
+43,360
| New | +$111K | 0.09% | 106 |
|