KCS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-31,877
| Closed | -$77K | – | 163 |
|
|
2022
Q1 | $77K | Sell |
31,877
-12,500
| -28% | -$30.2K | 0.04% | 157 |
|
|
2021
Q4 | $113K | Sell |
44,377
-8,861
| -17% | -$22.6K | 0.05% | 160 |
|
|
2021
Q3 | $130K | Sell |
53,238
-4,995
| -9% | -$12.2K | 0.06% | 147 |
|
|
2021
Q2 | $148K | Sell |
58,233
-18,015
| -24% | -$45.8K | 0.07% | 149 |
|
|
2021
Q1 | $177K | Sell |
76,248
-306,890
| -80% | -$712K | 0.09% | 147 |
|
|
2020
Q4 | $751K | Sell |
383,138
-142,214
| -27% | -$279K | 0.5% | 77 |
|
|
2020
Q3 | $683K | Buy |
525,352
+16,235
| +3% | +$21.1K | 0.54% | 74 |
|
|
2020
Q2 | $764K | Buy |
509,117
+101,123
| +25% | +$152K | 0.63% | 63 |
|
|
2020
Q1 | $616K | Buy |
407,994
+26,355
| +7% | +$39.8K | 0.63% | 65 |
|
|
2019
Q4 | $1.26M | Buy |
381,639
+5,258
| +1% | +$17.4K | 0.95% | 32 |
|
|
2019
Q3 | $994K | Buy |
376,381
+67,761
| +22% | +$179K | 0.69% | 54 |
|
|
2019
Q2 | $876K | Buy |
308,620
+27,689
| +10% | +$78.6K | 0.69% | 62 |
|
|
2019
Q1 | $902K | Buy |
280,931
+23,229
| +9% | +$74.6K | 0.79% | 48 |
|
|
2018
Q4 | $660K | Buy |
257,702
+33,996
| +15% | +$87.1K | 0.7% | 63 |
|
|
2018
Q3 | $680K | Buy |
223,706
+106,129
| +90% | +$323K | 0.63% | 69 |
|
|
2018
Q2 | $392K | Buy |
+117,577
| New | +$392K | 0.37% | 106 |
|