IFG Advisory’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,093
| Closed | -$35K | – | 520 |
|
|
2022
Q4 | $35K | Buy |
16,093
+269
| +2% | +$585 | ﹤0.01% | 484 |
|
|
2022
Q3 | $28K | Hold |
15,824
| – | – | ﹤0.01% | 509 |
|
|
2022
Q2 | $32K | Hold |
15,824
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $38K | Hold |
15,824
| – | – | ﹤0.01% | 486 |
|
|
2021
Q4 | $40K | Hold |
15,824
| – | – | ﹤0.01% | 495 |
|
|
2021
Q3 | $38K | Sell |
15,824
-389
| -2% | -$934 | ﹤0.01% | 477 |
|
|
2021
Q2 | $41K | Buy |
+16,213
| New | +$41K | ﹤0.01% | 469 |
|
|
2021
Q1 | – | Sell |
-17,614
| Closed | -$34K | – | 482 |
|
|
2020
Q4 | $34K | Hold |
17,614
| – | – | ﹤0.01% | 445 |
|
|
2020
Q3 | $22K | Sell |
17,614
-138
| -0.8% | -$172 | ﹤0.01% | 407 |
|
|
2020
Q2 | $26K | Sell |
17,752
-5,122
| -22% | -$7.5K | ﹤0.01% | 383 |
|
|
2020
Q1 | $34K | Buy |
22,874
+2,020
| +10% | +$3K | 0.01% | 354 |
|
|
2019
Q4 | $69K | Sell |
20,854
-1,073
| -5% | -$3.55K | 0.01% | 404 |
|
|
2019
Q3 | $57K | Buy |
+21,927
| New | +$57K | 0.01% | 392 |
|
|
2019
Q2 | – | Sell |
-14,759
| Closed | -$47K | – | 356 |
|
|
2019
Q1 | $47K | Buy |
14,759
+521
| +4% | +$1.66K | 0.01% | 332 |
|
|
2018
Q4 | $36K | Buy |
14,238
+3,188
| +29% | +$8.06K | 0.01% | 306 |
|
|
2018
Q3 | $33K | Buy |
+11,050
| New | +$33K | 0.01% | 375 |
|