Davenport & Co’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
Q1 | – | Sell |
-20,160
| Closed | -$48.2K | – | 1102 |
|
2023
Q4 | $48.2K | Hold |
20,160
| – | – | ﹤0.01% | 1030 |
|
2023
Q3 | $42.9K | Buy |
+20,160
| New | +$42.9K | ﹤0.01% | 1017 |
|
2020
Q2 | – | Sell |
-25,000
| Closed | -$38K | – | 719 |
|
2020
Q1 | $38K | Hold |
25,000
| – | – | ﹤0.01% | 652 |
|
2019
Q4 | $83K | Buy |
+25,000
| New | +$83K | ﹤0.01% | 707 |
|