Lloyds Banking Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,307
| Closed | -$342K | – | 69 |
|
|
2015
Q4 | $342K | Sell |
6,307
-1,106
| -15% | -$60K | 2.77% | 8 |
|
|
2015
Q3 | $380K | Sell |
7,413
-961
| -11% | -$49.3K | 2.81% | 10 |
|
|
2015
Q2 | $471K | Sell |
8,374
-13,091
| -61% | -$736K | 3.02% | 8 |
|
|
2015
Q1 | $1.17M | Sell |
21,465
-6,755
| -24% | -$368K | 2.98% | 16 |
|
|
2014
Q4 | $1.55M | Sell |
28,220
-76,042
| -73% | -$4.17M | 2.98% | 16 |
|
|
2014
Q3 | $5.41M | Sell |
104,262
-7,258
| -7% | -$376K | 1.47% | 10 |
|
|
2014
Q2 | $5.86M | Sell |
111,520
-3,829,429
| -97% | -$201M | 1.42% | 10 |
|
|
2014
Q1 | $196M | Buy |
3,940,949
+445,823
| +13% | +$22.2M | 1.75% | 4 |
|
|
2013
Q4 | $159M | Buy |
3,495,126
+180,913
| +5% | +$8.21M | 1.43% | 9 |
|
|
2013
Q3 | $137M | Buy |
3,314,213
+377,787
| +13% | +$15.6M | 1.4% | 10 |
|
|
2013
Q2 | $121M | Buy |
+2,936,426
| New | +$121M | 1.27% | 12 |
|