Davidson & Garrard’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-33,500
| Closed | -$169K | – | 190 |
|
|
2014
Q3 | $169K | Hold |
33,500
| – | – | 0.04% | 168 |
|
|
2014
Q2 | $172K | Sell |
33,500
-21,500
| -39% | -$110K | 0.04% | 175 |
|
|
2014
Q1 | $280K | Hold |
55,000
| – | – | 0.07% | 161 |
|
|
2013
Q4 | $293K | Sell |
55,000
-1,600
| -3% | -$8.52K | 0.07% | 155 |
|
|
2013
Q3 | $272K | Sell |
56,600
-3,400
| -6% | -$16.3K | 0.08% | 155 |
|
|
2013
Q2 | $230K | Buy |
+60,000
| New | +$230K | 0.07% | 158 |
|