Luther King Capital Management (LKCM)’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-65,000
| Closed | -$143K | – | 590 |
|
|
2022
Q4 | $143K | Hold |
65,000
| – | – | ﹤0.01% | 566 |
|
|
2022
Q3 | $116K | Hold |
65,000
| – | – | ﹤0.01% | 559 |
|
|
2022
Q2 | $133K | Hold |
65,000
| – | – | ﹤0.01% | 597 |
|
|
2022
Q1 | $157K | Sell |
65,000
-3,306
| -5% | -$7.99K | ﹤0.01% | 593 |
|
|
2021
Q4 | $174K | Buy |
68,306
+3,306
| +5% | +$8.42K | ﹤0.01% | 606 |
|
|
2021
Q3 | $159K | Hold |
65,000
| – | – | ﹤0.01% | 592 |
|
|
2021
Q2 | $166K | Hold |
65,000
| – | – | ﹤0.01% | 606 |
|
|
2021
Q1 | $151K | Buy |
+65,000
| New | +$151K | ﹤0.01% | 546 |
|
|
2014
Q2 | – | Sell |
-10,400
| Closed | -$53K | – | 563 |
|
|
2014
Q1 | $53K | Buy |
+10,400
| New | +$53K | ﹤0.01% | 529 |
|