HHM Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,877
| Closed | -$7.45K | – | 832 |
|
|
2024
Q1 | $7.45K | Hold |
2,877
| – | – | ﹤0.01% | 571 |
|
|
2023
Q4 | $6.88K | Hold |
2,877
| – | – | ﹤0.01% | 583 |
|
|
2023
Q3 | $6.13K | Hold |
2,877
| – | – | ﹤0.01% | 606 |
|
|
2023
Q2 | $6.33K | Sell |
2,877
-356
| -11% | -$783 | ﹤0.01% | 622 |
|
|
2023
Q1 | $7.5K | Hold |
3,233
| – | – | ﹤0.01% | 570 |
|
|
2022
Q4 | $7.11K | Buy |
3,233
+220
| +7% | +$484 | ﹤0.01% | 494 |
|
|
2022
Q3 | $5K | Hold |
3,013
| – | – | ﹤0.01% | 537 |
|
|
2022
Q2 | $7K | Buy |
+3,013
| New | +$7K | ﹤0.01% | 597 |
|
|
2021
Q3 | – | Sell |
-225
| Closed | -$1K | – | 642 |
|
|
2021
Q2 | $1K | Hold |
225
| – | – | ﹤0.01% | 596 |
|
|
2021
Q1 | $1K | Hold |
225
| – | – | ﹤0.01% | 561 |
|
|
2020
Q4 | $0 | Hold |
225
| – | – | ﹤0.01% | 553 |
|
|
2020
Q3 | $0 | Buy |
+225
| New | – | ﹤0.01% | 527 |
|