FDx 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-86,343
| Closed | -$130K | – | 605 |
|
|
2020
Q1 | $130K | Sell |
86,343
-53,605
| -38% | -$80.7K | 0.01% | 485 |
|
|
2019
Q4 | $463K | Sell |
139,948
-656
| -0.5% | -$2.17K | 0.03% | 372 |
|
|
2019
Q3 | $371K | Sell |
140,604
-309,882
| -69% | -$818K | 0.03% | 420 |
|
|
2019
Q2 | $1.28M | Buy |
450,486
+150,677
| +50% | +$428K | 0.05% | 268 |
|
|
2019
Q1 | $962K | Buy |
299,809
+205,809
| +219% | +$660K | 0.04% | 305 |
|
|
2018
Q4 | $241K | Buy |
94,000
+6,457
| +7% | +$16.6K | 0.02% | 475 |
|
|
2018
Q3 | $266K | Sell |
87,543
-53,857
| -38% | -$164K | 0.01% | 741 |
|
|
2018
Q2 | $471K | Sell |
141,400
-161,090
| -53% | -$537K | 0.02% | 566 |
|
|
2018
Q1 | $1.13M | Sell |
302,490
-47,198
| -13% | -$176K | 0.03% | 467 |
|
|
2017
Q4 | $1.31M | Buy |
349,688
+103,110
| +42% | +$387K | 0.04% | 456 |
|
|
2017
Q3 | $902K | Buy |
246,578
+50,603
| +26% | +$185K | 0.02% | 564 |
|
|
2017
Q2 | $692K | Buy |
195,975
+45,250
| +30% | +$160K | 0.02% | 644 |
|
|
2017
Q1 | $512K | Sell |
150,725
-62,765
| -29% | -$213K | 0.02% | 772 |
|
|
2016
Q4 | $662K | Buy |
213,490
+655
| +0.3% | +$2.03K | 0.02% | 665 |
|
|
2016
Q3 | $611K | Sell |
212,835
-3,132
| -1% | -$8.99K | 0.03% | 549 |
|
|
2016
Q2 | $641K | Sell |
215,967
-178,279
| -45% | -$529K | 0.03% | 500 |
|
|
2016
Q1 | $1.56M | Buy |
394,246
+24,995
| +7% | +$98.7K | 0.07% | 250 |
|
|
2015
Q4 | $1.61M | Buy |
369,251
+291,128
| +373% | +$1.27M | 0.07% | 237 |
|
|
2015
Q3 | $359K | Buy |
+78,123
| New | +$359K | 0.03% | 558 |
|
|
2015
Q2 | – | Sell |
-373,200
| Closed | -$1.74M | – | 1009 |
|
|
2015
Q1 | $1.74M | Buy |
373,200
+10,722
| +3% | +$50.1K | 0.04% | 379 |
|
|
2014
Q4 | $1.68M | Buy |
362,478
+72,390
| +25% | +$336K | 0.1% | 187 |
|
|
2014
Q3 | $1.46M | Buy |
+290,088
| New | +$1.46M | 0.09% | 219 |
|