Gilbert & Cook’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
Q1 | – | Sell |
-19,592
| Closed | -$65K | – | 142 |
|
|
2019
Q4 | $65K | Sell |
19,592
-469
| -2% | -$1.56K | 0.02% | 150 |
|
|
2019
Q3 | $53K | Buy |
20,061
+753
| +4% | +$1.99K | 0.01% | 120 |
|
|
2019
Q2 | $55K | Buy |
19,308
+832
| +5% | +$2.37K | 0.02% | 114 |
|
|
2019
Q1 | $59K | Sell |
18,476
-6,582
| -26% | -$21K | 0.02% | 106 |
|
|
2018
Q4 | $64K | Buy |
25,058
+7,804
| +45% | +$19.9K | 0.02% | 95 |
|
|
2018
Q3 | $52K | Buy |
17,254
+533
| +3% | +$1.61K | 0.02% | 99 |
|
|
2018
Q2 | $56K | Hold |
16,721
| – | – | 0.02% | 94 |
|
|
2018
Q1 | $62K | Hold |
16,721
| – | – | 0.02% | 92 |
|
|
2017
Q4 | $63K | Buy |
+16,721
| New | +$63K | 0.02% | 89 |
|