Financial Gravity Asset Management’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
Q2 | – | Sell |
-698
| Closed | -$1.81K | – | 2079 |
|
|
2024
Q1 | $1.81K | Buy |
698
+96
| +16% | +$249 | ﹤0.01% | 1125 |
|
|
2023
Q4 | $1.3K | Buy |
602
+285
| +90% | +$615 | ﹤0.01% | 1025 |
|
|
2023
Q3 | $617 | Buy |
317
+315
| +15,750% | +$613 | ﹤0.01% | 800 |
|
|
2023
Q2 | $3.51K | Hold |
2
| – | – | 0.01% | 543 |
|
|
2023
Q1 | $4.67K | Hold |
2
| – | – | 0.14% | 161 |
|
|
2022
Q4 | $4.49K | Sell |
2
-40
| -95% | -$89.7K | 0.02% | 420 |
|
|
2022
Q3 | $3.65K | Sell |
42
-4
| -9% | -$348 | 0.12% | 174 |
|
|
2022
Q2 | $4.27K | Sell |
46
-36
| -44% | -$3.34K | 0.13% | 164 |
|
|
2022
Q1 | $8.29K | Buy |
82
+1
| +1% | +$101 | 0.23% | 97 |
|
|
2021
Q4 | $7.08K | Sell |
81
-2,768
| -97% | -$242K | 0.16% | 178 |
|
|
2021
Q3 | $2K | Buy |
2,849
+16
| +0.6% | +$11 | ﹤0.01% | 941 |
|
|
2021
Q2 | $3K | Sell |
2,833
-217
| -7% | -$230 | ﹤0.01% | 959 |
|
|
2021
Q1 | $7.08K | Buy |
3,050
+120
| +4% | +$278 | 0.14% | 122 |
|
|
2020
Q4 | $6K | Buy |
+2,930
| New | +$6K | 0.01% | 221 |
|
|
2020
Q2 | – | Sell |
-15,032
| Closed | -$22.7K | – | 516 |
|
|
2020
Q1 | $22.7K | Sell |
15,032
-12,050
| -44% | -$18.2K | 0.07% | 118 |
|
|
2019
Q4 | $3K | Sell |
27,082
-11,929
| -31% | -$1.32K | ﹤0.01% | 1313 |
|
|
2019
Q3 | $103K | Sell |
39,011
-2,866
| -7% | -$7.57K | 0.09% | 201 |
|
|
2019
Q2 | $119K | Sell |
41,877
-10,475
| -20% | -$29.8K | 0.1% | 209 |
|
|
2019
Q1 | $172K | Buy |
+52,352
| New | +$172K | 0.14% | 150 |
|
|
2018
Q3 | $142K | Buy |
49,624
+5,149
| +12% | +$14.7K | 0.15% | 162 |
|
|
2018
Q2 | $140K | Buy |
44,475
+44,230
| +18,053% | +$139K | 0.13% | 169 |
|
|
2018
Q1 | $1K | Buy |
+245
| New | +$1K | ﹤0.01% | 1191 |
|