Glassman Wealth Services’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
Q1 | – | Sell |
-13,287
| Closed | -$31.8K | – | 1114 |
|
|
2023
Q4 | $31.8K | Buy |
13,287
+2,538
| +24% | +$6.07K | ﹤0.01% | 572 |
|
|
2023
Q3 | $22.9K | Buy |
10,749
+1,314
| +14% | +$2.8K | ﹤0.01% | 632 |
|
|
2023
Q2 | $20.8K | Buy |
9,435
+643
| +7% | +$1.42K | ﹤0.01% | 609 |
|
|
2023
Q1 | $20.4K | Buy |
8,792
+210
| +2% | +$487 | ﹤0.01% | 632 |
|
|
2022
Q4 | $18.9K | Buy |
8,582
+15
| +0.2% | +$33 | ﹤0.01% | 675 |
|
|
2022
Q3 | $15K | Buy |
8,567
+4,050
| +90% | +$7.09K | ﹤0.01% | 692 |
|
|
2022
Q2 | $9K | Sell |
4,517
-2,383
| -35% | -$4.75K | ﹤0.01% | 845 |
|
|
2022
Q1 | $17K | Buy |
6,900
+1,454
| +27% | +$3.58K | ﹤0.01% | 697 |
|
|
2021
Q4 | $14K | Buy |
5,446
+1,561
| +40% | +$4.01K | ﹤0.01% | 704 |
|
|
2021
Q3 | $10K | Buy |
3,885
+658
| +20% | +$1.69K | ﹤0.01% | 771 |
|
|
2021
Q2 | $8K | Buy |
3,227
+644
| +25% | +$1.6K | ﹤0.01% | 804 |
|
|
2021
Q1 | $6K | Buy |
2,583
+787
| +44% | +$1.83K | ﹤0.01% | 825 |
|
|
2020
Q4 | $4K | Buy |
+1,796
| New | +$4K | ﹤0.01% | 910 |
|
|
2020
Q3 | – | Sell |
-270
| Closed | – | – | 1417 |
|
|
2020
Q2 | $0 | Sell |
270
-184
| -41% | – | ﹤0.01% | 1403 |
|
|
2020
Q1 | $1K | Buy |
454
+261
| +135% | +$575 | ﹤0.01% | 921 |
|
|
2019
Q4 | $1K | Buy |
+193
| New | +$1K | ﹤0.01% | 967 |
|
|
2018
Q2 | – | Sell |
-1,051
| Closed | -$4K | – | 883 |
|
|
2018
Q1 | $4K | Hold |
1,051
| – | – | ﹤0.01% | 453 |
|
|
2017
Q4 | $4K | Buy |
+1,051
| New | +$4K | ﹤0.01% | 428 |
|