HighMark Wealth 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
Q4 | – | Hold |
0
| – | -$3.03K | – | 600 |
|
|
2024
Q3 | – | Sell |
-1,064
| Closed | -$2.9K | – | 445 |
|
|
2024
Q2 | $2.9K | Buy |
1,064
+17
| +2% | +$46 | ﹤0.01% | 438 |
|
|
2024
Q1 | $2.71K | Hold |
1,047
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $2.5K | Hold |
1,047
| – | – | ﹤0.01% | 449 |
|
|
2023
Q3 | $2.23K | Buy |
1,047
+11
| +1% | +$23 | ﹤0.01% | 444 |
|
|
2023
Q2 | $2.28K | Sell |
1,036
-474
| -31% | -$1.04K | ﹤0.01% | 446 |
|
|
2023
Q1 | $3.5K | Hold |
1,510
| – | – | ﹤0.01% | 449 |
|
|
2022
Q4 | $3.32K | Hold |
1,510
| – | – | ﹤0.01% | 391 |
|
|
2022
Q3 | $3K | Buy |
1,510
+14
| +0.9% | +$28 | ﹤0.01% | 393 |
|
|
2022
Q2 | $3K | Sell |
1,496
-159
| -10% | -$319 | ﹤0.01% | 399 |
|
|
2022
Q1 | $4K | Buy |
1,655
+663
| +67% | +$1.6K | ﹤0.01% | 382 |
|
|
2021
Q4 | $3K | Buy |
+992
| New | +$3K | ﹤0.01% | 405 |
|