Intersect Capital’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,662
| Closed | -$34K | – | 377 |
|
|
2021
Q1 | $34K | Buy |
14,662
+4,060
| +38% | +$9.42K | 0.01% | 334 |
|
|
2020
Q4 | $21K | Hold |
10,602
| – | – | ﹤0.01% | 290 |
|
|
2020
Q3 | $14K | Buy |
+10,602
| New | +$14K | ﹤0.01% | 241 |
|
|
2020
Q2 | – | Sell |
-17,519
| Closed | -$26K | – | 195 |
|
|
2020
Q1 | $26K | Buy |
+17,519
| New | +$26K | 0.01% | 163 |
|
|
2016
Q3 | – | Sell |
-11,316
| Closed | -$34K | – | 100 |
|
|
2016
Q2 | $34K | Hold |
11,316
| – | – | 0.02% | 109 |
|
|
2016
Q1 | $45K | Buy |
+11,316
| New | +$45K | 0.03% | 106 |
|
|
2015
Q2 | – | Sell |
-4,890
| Closed | -$23K | – | 253 |
|
|
2015
Q1 | $23K | Hold |
4,890
| – | – | 0.02% | 256 |
|
|
2014
Q4 | $23K | Buy |
+4,890
| New | +$23K | 0.02% | 263 |
|