JP Morgan Private Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-208,147	Closed	-$314K	–	1579
2020 Q1	$314K	Sell	208,147 -140,247	-40%	-$361K	﹤0.01%	1118
2019 Q4	$1.15M	Buy	348,394 +2,600	+0.8%	+$7.86K	0.01%	754
2019 Q3	$913K	Sell	345,794 -43,842	-11%	-$114K	﹤0.01%	788
2019 Q2	$1.11M	Sell	389,636 -4,474	-1%	-$13.8K	0.01%	717
2019 Q1	$1.26M	Buy	394,110 +80,136	+26%	+$245K	0.01%	722
2018 Q4	$804K	Sell	313,974 -40,172	-11%	-$114K	﹤0.01%	821
2018 Q3	$1.08M	Sell	354,146 -9,810	-3%	-$31.4K	0.01%	803
2018 Q2	$1.21M	Buy	363,956 +1,726	+0.5%	+$6.13K	0.01%	714
2018 Q1	$1.35M	Buy	362,230 +198,337	+121%	+$768K	0.01%	577
2017 Q4	$615K	Buy	+163,893	New	+$591K	﹤0.01%	799
2017 Q1	–	Sell	-13,168	Closed	-$41K	–	1349
2016 Q4	$41K	Sell	13,168 -167,429	-93%	-$490K	﹤0.01%	1229
2016 Q3	$518K	Buy	180,597 +151,189	+514%	+$449K	﹤0.01%	778
2016 Q2	$88K	Buy	+29,408	New	+$115K	﹤0.01%	1213
2015 Q4	–	Sell	-13,052	Closed	-$60K	–	1189
2015 Q3	$60K	Sell	13,052 -15,743	-55%	-$78.8K	﹤0.01%	1016
2015 Q2	$156K	Buy	28,795 +17,386	+152%	+$90.5K	﹤0.01%	995
2015 Q1	$53K	Buy	11,409 +904	+9%	+$4.21K	﹤0.01%	1111
2014 Q4	$49K	Buy	+10,505	New	+$50.8K	﹤0.01%	1071