KCS Wealth Advisory’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
2022 Q2	–	Sell	-31,877	Closed	-$77K	–	163
2022 Q1	$77K	Sell	31,877 -12,500	-28%	-$33.2K	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%	-$46.3K	0.07%	149
2021 Q1	$177K	Sell	76,248 -306,890	-80%	-$637K	0.09%	147
2020 Q4	$751K	Sell	383,138 -142,214	-27%	-$240K	0.5%	77
2020 Q3	$683K	Buy	525,352 +16,235	+3%	+$22.8K	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%	+$67.9K	0.63%	65
2019 Q4	$1.26M	Buy	381,639 +5,258	+1%	+$15.9K	0.95%	32
2019 Q3	$994K	Buy	376,381 +67,761	+22%	+$176K	0.69%	54
2019 Q2	$876K	Buy	308,620 +27,689	+10%	+$85.6K	0.69%	62
2019 Q1	$902K	Buy	280,931 +23,229	+9%	+$71K	0.79%	48
2018 Q4	$660K	Buy	257,702 +33,996	+15%	+$96.7K	0.7%	63
2018 Q3	$680K	Buy	223,706 +106,129	+90%	+$340K	0.63%	69
2018 Q2	$392K	Buy	+117,577	New	+$418K	0.37%	106