J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-208,147
| Closed | -$314K | – | 1579 |
|
|
2020
Q1 | $314K | Sell |
208,147
-140,247
| -40% | -$212K | ﹤0.01% | 1118 |
|
|
2019
Q4 | $1.15M | Buy |
348,394
+2,600
| +0.8% | +$8.61K | 0.01% | 754 |
|
|
2019
Q3 | $913K | Sell |
345,794
-43,842
| -11% | -$116K | ﹤0.01% | 788 |
|
|
2019
Q2 | $1.11M | Sell |
389,636
-4,474
| -1% | -$12.7K | 0.01% | 717 |
|
|
2019
Q1 | $1.27M | Buy |
394,110
+80,136
| +26% | +$257K | 0.01% | 722 |
|
|
2018
Q4 | $804K | Sell |
313,974
-40,172
| -11% | -$103K | ﹤0.01% | 821 |
|
|
2018
Q3 | $1.08M | Sell |
354,146
-9,810
| -3% | -$29.8K | 0.01% | 802 |
|
|
2018
Q2 | $1.21M | Buy |
363,956
+1,726
| +0.5% | +$5.75K | 0.01% | 714 |
|
|
2018
Q1 | $1.35M | Buy |
362,230
+198,337
| +121% | +$738K | 0.01% | 577 |
|
|
2017
Q4 | $615K | Buy |
+163,893
| New | +$615K | ﹤0.01% | 799 |
|
|
2017
Q1 | – | Sell |
-13,168
| Closed | -$41K | – | 1349 |
|
|
2016
Q4 | $41K | Sell |
13,168
-167,429
| -93% | -$521K | ﹤0.01% | 1229 |
|
|
2016
Q3 | $518K | Buy |
180,597
+151,189
| +514% | +$434K | ﹤0.01% | 778 |
|
|
2016
Q2 | $88K | Buy |
+29,408
| New | +$88K | ﹤0.01% | 1213 |
|
|
2015
Q4 | – | Sell |
-13,052
| Closed | -$60K | – | 1189 |
|
|
2015
Q3 | $60K | Sell |
13,052
-15,743
| -55% | -$72.4K | ﹤0.01% | 1016 |
|
|
2015
Q2 | $156K | Buy |
28,795
+17,386
| +152% | +$94.2K | ﹤0.01% | 995 |
|
|
2015
Q1 | $53K | Buy |
11,409
+904
| +9% | +$4.2K | ﹤0.01% | 1111 |
|
|
2014
Q4 | $49K | Buy |
+10,505
| New | +$49K | ﹤0.01% | 1071 |
|