Exencial Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,493
| Closed | -$28.6K | – | 498 |
|
|
2024
Q2 | $28.6K | Hold |
10,493
| – | – | ﹤0.01% | 474 |
|
|
2024
Q1 | $27.2K | Sell |
10,493
-1,211
| -10% | -$3.14K | ﹤0.01% | 486 |
|
|
2023
Q4 | $28K | Buy |
+11,704
| New | +$28K | ﹤0.01% | 469 |
|
|
2022
Q1 | – | Sell |
-10,369
| Closed | -$26K | – | 467 |
|
|
2021
Q4 | $26K | Sell |
10,369
-220,470
| -96% | -$553K | ﹤0.01% | 460 |
|
|
2021
Q3 | $566K | Buy |
230,839
+32,459
| +16% | +$79.6K | 0.02% | 233 |
|
|
2021
Q2 | $506K | Buy |
198,380
+20,121
| +11% | +$51.3K | 0.03% | 308 |
|
|
2021
Q1 | $414K | Buy |
178,259
+47,128
| +36% | +$109K | 0.02% | 301 |
|
|
2020
Q4 | $257K | Buy |
131,131
+43,808
| +50% | +$85.9K | 0.02% | 326 |
|
|
2020
Q3 | $114K | Sell |
87,323
-11,619
| -12% | -$15.2K | 0.01% | 343 |
|
|
2020
Q2 | $148K | Buy |
98,942
+87,477
| +763% | +$131K | 0.01% | 316 |
|
|
2020
Q1 | $17K | Hold |
11,465
| – | – | ﹤0.01% | 238 |
|
|
2019
Q4 | $38K | Buy |
+11,465
| New | +$38K | 0.01% | 265 |
|