Forward 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-431,759
| Closed | -$1.47M | – | 220 |
|
|
2017
Q1 | $1.47M | Sell |
431,759
-89,758
| -17% | -$305K | 0.12% | 89 |
|
|
2016
Q4 | $1.62M | Sell |
521,517
-33,514
| -6% | -$104K | 0.11% | 105 |
|
|
2016
Q3 | $1.59M | Sell |
555,031
-15,383
| -3% | -$44.2K | 0.12% | 83 |
|
|
2016
Q2 | $1.7M | Sell |
570,414
-36,048
| -6% | -$107K | 0.14% | 79 |
|
|
2016
Q1 | $2.4M | Sell |
606,462
-359,597
| -37% | -$1.42M | 0.2% | 65 |
|
|
2015
Q4 | $4.21M | Buy |
966,059
+294,860
| +44% | +$1.29M | 0.36% | 54 |
|
|
2015
Q3 | $3.09M | Buy |
+671,199
| New | +$3.09M | 0.25% | 64 |
|